Will joined our team in January 2023 as an intern, assisting advisors in our Newton office. 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 is pursuing a Bachelor of Science in Accounting at Bentley University, where he is on track to graduate Magna Cum Laude. With a strong academic foundation and two years of practical experience, Will is passionate about integrating innovative strategies into the wealth management process. He is actively working toward earning his Series 7 and Series 66 licenses and plans to attend Georgetown University for a master’s degree in finance to deepen his understanding of 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.