William (Billy) is a Senior Vice President – Investments and Senior Financial Advisor with Wells Fargo Advisors, where he has helped individuals and families navigate important financial decisions for more than a decade. With more than fifteen years of experience in the financial services industry, Billy brings a disciplined, planning-focused approach to investment management centered on long-term strategy and personalized guidance.

Billy earned a Bachelor of Science in Business Administration, graduating Summa Cum Lade, from Rider University. He is a member of Beta Gamma Sigma, an international honor society that recognizes academic excellence and fosters leadership, integrity, and service within the global business community. Before entering the financial services industry, he developed strong analytical and business insight through roles as a Digital Marketing Strategist and a National Account Representative at Nectar. He later transitioned into financial services, serving as a Personal Banker at Bank of America and a Financial Advisor at Merrill Lynch prior to joining Wells Fargo Advisors. These experiences shaped his ability to combine strategic thinking with a deep commitment to client relationships.

He holds the Chartered Retirement Planning Counselor℠ (CRPC^®) designation is a Fundamental Choice Portfolio Manager®, reflecting his dedication to ongoing professional development and personalized portfolio management. As a Fundamental Choice Portfolio Manager^®, Billy is able to provide a more personalized and disciplined investment experience. This designation allows him to actively oversee portfolio construction and ongoing management using a structured investment process tailored to your goals, risk tolerance, and time horizon. Rather than relying solely on standardized investment models, Billy can make thoughtful adjustments as market conditions evolve, helping portfolios remain aligned with long-term objectives. You’ll benefit from his oversight, professional due diligence, and a strategy designed to balance opportunity with risk management—all supported by proactive communication.

Driven by a lifelong interest in financial markets and a belief that wealth management extends far beyond investment selection, Billy works with individuals, families, retirees, and business owners to develop strategies aligned with their long-term goals, including asset growth, retirement planning, and estate planning strategies. While many advisors focus primarily on managing investment portfolios, Billy believes one of his most valuable roles is helping clients remain disciplined and focused through all market environments. He helps clients avoid emotionally driven decision-making by providing steady, thoughtful guidance through both strong markets and more challenging periods. By helping clients stay committed to a structured strategy when emotions run high, Billy helps create consistency and confidence in the decisionmaking process. A principle he often shares with clients is simple: prioritize your future by saving and investing regularly, regardless of market conditions. Even during periods of uncertainty, consistent investing can build momentum over time, create greater financial flexibility, and support long-term progress. In Billy’s view, financial success is built through discipline, patience, and a well-structured plan carried out over time.

A lifelong resident of Hamilton, New Jersey, Billy enjoys spending time with his wife, Marisa, taking long walks with their rescue dogs, Tito and Rocco, supporting animal rescue organizations, staying active, and spending summer weekends along the Jersey Shore.



^{Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.}