We provide highly customized wealth management and family office services to individuals, families and trusts.
Bio:
Bill is Vice President and Director of Research of Ryan Financial and is chairman of Ryan Financial’s investment committee. He joined the firm full time in August of 2000. Bill graduated from Boston College with a B.S. in Finance. He holds Series 7 and Series 65 securities licenses, and is a registered investment advisor representative. Bill is also licensed to sell life, accident and health insurance. Bill is a member of The Boston College Club where he serves on the Charity and Golf Committees, and is an active member of the Networking Club. Bill serves as President of the Pingree School Alumni Leadership Board and is a member of the school’s Board of Trustees. Bill is president of the Friend’s of KIPP Academy Lynn. Bill and his wife Alison live in Marblehead, Massachusetts, with their daughter Catherine and boys Jimmy and Marty.
Keywords:
Wealth Management
Financial Advisor
Financial Planning
Retirement Planning
Investments
Advice
Andover
Marblehead
Palm Beach
Boston
Fee Only
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- The Community Rules - We encourage everyone to participate online and have put together a few basic rules to act as guidelines when adding content like photos, videos and blog posts.
- Profile Design Tips - The default profile is pretty good, but you can make it much more effective with a few simple tweaks.
- Connect To Twitter - You can connect your Networked Events profile to your twitter account and update both from one place. This also makes it easy to share content you find on this site with your Twitter network.
- Edit Your Settings - You can customize what email notifications you receive, who can contact you and more.
- Start Blogging - Introduce yourself to the community. Need some inspiration? Here are 25 blog posts we hope you write...soon.
We hope these tips help you get more out of the Networked Events online community and we hope to see you at one of our live Networking Events soon. If you have any questions or suggestions, please feel free to send us a message.