Bill Jr. began his securities career in 1995 when he joined his father as a member of the practice. From a young age, he learned to love helping guide his clients through the complexities of planning their financial futures.

Bill graduated from the College for Financial Planning at Kaplan University in 2008 and complemented this achievement by earning his Certified Investment Management Analyst designation at The Wharton School. He has attained several securities registrations, including his Series 7, 31 (managed futures), 63, and 65. On the insurance side, he has fixed and variable annuities, life, and health licenses.

Bill graduated from Fordham University’s College of Business Administration with a degree in Finance and minor in Economics. He then attained his MBA from Montclair State University in 2007. Today, he resides in Wayne, NJ, with his wife, Tina, his son, Colin, and his daughter, Taylor.

Joe Puglia began his career in financial services in 2003 with UBS, where he was an intern for the Burke Rynkar Group before they transitioned to Wells Fargo Advisors. He then joined the team full-time in 2004. His daily responsibilities include operational functions, account maintenance, investment analysis, and individual client investments.

Joe currently holds the Series 7, 66, and 31 registrations, as well as life, health, and variable annuity licenses. He has also attained the Accredited Asset Management Specialist® (AAMS®) certification and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is proud to have been presented with the Premier Client Associate Award from Wells Fargo Advisors* in 2010 and 2011.

A native of the Bronx, Joe graduated from both Fordham Prep and Fordham University. He now carries a bachelor’s degree in English Studies with a minor in Business Administration. Today, he lives in Tuckahoe, NY, with his wife, Danielle, and his sons, Michael and Matthew.

_{*The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.}