Bill attended Susquehanna University in Selinsgrove, PA where he earned a Bachelor of Arts degree in Political Science in 1987.
He started his career with Merrill Lynch’s Private Client Group in 1994. He earned the title of Senior Financial Consultant and the designation of Certified Financial Manager while at Merrill Lynch.
His career continued at Smith Barney as a Vice President in the Wealth Management Division. There he gained the designations of Financial Planning Specialist and Investment Management Specialist.
In 2006 Bill left Smith Barney and joined Morristown Financial Group as a Partner.
Heritage Investment Partners was formed in 2008. Bill is the co-founder and a Managing Partner with the firm.