Will joined our team in January 2023 as an intern, assisting advisors in our Newton office, and began working full-time in January 2025. He supports various aspects of the advisory process, including business development, financial planning, and client engagement. Will is committed to helping clients achieve their financial goals through a collaborative and tailored approach.
He earned his Bachelor of Science in Accounting from Bentley University, graduating Magna Cum Laude. With a strong academic foundation and over two years of practical experience, Will is passionate about integrating innovative strategies into the wealth management process. He has successfully earned his Series 7 and Series 66 licenses, as well as the Chartered Retirement Plans Specialist℠ (CRPS®) designation. Will is also a leading member of the NAIP Investment Committee, where he contributes to portfolio construction and investment strategy. He is currently pursuing a Master of Science in Finance through Georgetown University’s remote program to further deepen his expertise in the industry.
Originally from Canton, Massachusetts, Will enjoys spending his free time golfing, staying active, and learning new skills. His dedication to continuous learning and professional growth makes him a valuable asset to our team.