With a broad understanding of the industry and the intricacies of regulations, Bill oversees business operations and management at Minot Wealth. Bill also ensures compliance with all necessary regulatory bodies.
Bill began his career in the financial services industry in 2006. Prior to Minot Wealth, Bill was a Business Development Officer for Charles Schwab Advisor Services. In that role, he worked with many aspiring Registered Investment Advisors to help them successfully navigate the processes required to establish a financial advisory firm and transition to the Schwab platform.
Bill is a graduate of Suffolk University where he played four years of hockey for the Suffolk Rams. He is a loyal fan of the Boston sports teams and enjoys watching their games as well as playing golf and hockey.