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Bill's passion for helping people achieve their financial goals was inspired by his father's career on Wall Street during his high school years. Today, he specializes in generational wealth management, helping ensure that his clients' loved ones are well taken care of. Bill believes that building strong relationships with his clients is the key to success in this field. By becoming equally invested in their success, he has been able to help achieve positive financial outcomes for multiple generations.

Bill attended the University of Florida and received a Bachelor of Liberal Arts with a minor in history from Long Island University C.W. Post. He embarked on his financial services career in 1997 at Prudential Securities in New York, a predecessor of Wells Fargo Advisors. Later, he joined JP Morgan Chase as a Private Banking Investment Advisor. In 2013, he moved his practice to Morgan Stanley in Naples, Florida, and joined the Clarity Wealth team in 2023.

Outside of work, Bill is married to his wife, Cristina, and they have two children, Ava and Luca. He is actively involved in his community and has served as the Chairman of the Board for Big Brothers and Big Sisters of the Suncoast on two occasions. In his free time, Bill enjoys playing golf, coaching his kids' sports teams, and supporting the University of Florida Gators. He is also a dedicated member of his local soccer team, where he serves as the goalkeeper.

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