When you have a clear, thoughtful framework for your financial life, decisions become simpler and more purposeful. William (Billy) Cashel, Financial Advisor and Senior Vice President – Investments, employs a planning-first approach to managing your wealth, so your strategy remains anchored in your goals, your timeline, and your comfort with risk. As a Fundamental Choice Portfolio Manager^®, he can provide you with 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.