Education & Credentials
Bill holds a Bachelor of Science in Business Administration from Youngstown State University, providing him with a solid grounding in business fundamentals. He hold his Series 7 Registration through LPL Financial and serves as a Notary Public, demonstrating his commitment to maintaining compliance and integrity in all client interactions.
Role at Bury Financial Group
As a key support staff member at Bury Financial Group, Bill plays a crucial role in helping to ensure a seamless client experience. He works closely with advisors, prioritizing and managing client inquiries with diligence and efficiency. Bill is dedicated to staying abreast of the latest compliance requirements, facilitating clear communication between clients and advisors, and streamlining processes to enhance overall team productivity.
Personal Life
Bill resides in New Middletown with his wife, Sheila, his son, Robbie, his step-daughter, Bella, and their two cats, Cow and Mittens. Outside of work, he enjoys spending quality time with his family, tending to his garden, keeping up with his favorite sports teams, and, of course, sharing a good dad joke whenever the opportunity arises.