Senior Vice President, Financial Advisor
Bill is a financial advisor who thrives on serving and developing relationships with individual clients and small business owners. He takes a comprehensive approach to financial planning and investment management by tailoring each individualized plan and designing it to support his client’s specific financial goals. Bill identifies key areas of focus such as cash flow management, retirement savings, tax efficiencies, and estate planning. He enjoys meeting with his client’s entire family and other trusted professional advisors to develop a beneficial wealth transfer strategy for generations to come.
Bill started with Fragasso in 2007 as an intern. Once his internship concluded, he joined the firm full time in the portfolio management and financial planning departments, eventually transitioning to a financial advisor. Bill earned his bachelor’s degree in economics and finance from the University of Dayton. He currently serves on the board of directors for the Circus of Saints and Sinners, Bob Prince Tent.
Bill lived in numerous places growing up such as Philadelphia, Hartford Connecticut, Knoxville Tennessee, and Pittsburgh. After graduating from college in Dayton Ohio, he returned home to Pittsburgh. He now lives in Pine Township with his wife, Laura, and their two dogs. Outside of the office, Bill enjoys spending time with family and exercising outdoors.
Certified Financial Planner™ Professional
Series 7 and 24 securities licensed through Private Client Services
Series 66 securities licensed through Private Client Services and Fragasso Financial Advisors
Insurance licensed, Pennsylvania