Wealth Management Consultant
Bill has over 20 years of experience in the financial services industry. Prior to joining Axial, Bill ran his own financial services firm for many years. Bill holds the Chartered Financial Consultant (ChFC) and Certified in Long-Term Care (CLTC) designations. He is also is licensed for Life, Accident and Health insurance.
Bill graduated from Boston College with a Bachelor of Science degree in finance and UMass Lowell where he received an MBA. Bill also holds his Series 7, 63, 65 and 24 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network.
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