Senior Wealth Advisor
William (Bill) is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With over 50 years of experience in the wealth management industry, Bill has written and lectured extensively about investing. Prior to joining Beacon Pointe, Bill was a Senior Managing Director and Wealth Advisor at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Prior to that, he was a Financial Advisor and Director in the Wealth Management Division of Morgan Stanley and each of its predecessor firms. He began his career at Carter, Berlind and Weill in 1968. Bill graduated from the University of Pennsylvania and is actively involved with many charities, currently serving as a long-time board member of the Crohn Foundation.