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William Clifford

Principal & Wealth Advisor

Vigilant Wealth Management

United States, Massachusetts, Boston

About Me

Bill serves clients as a Wealth Advisor. Prior to joining Vigilant, Bill was a Vice President and Wealth Management Advisor at People’s United Bank, where he worked with high-net-worth individuals and families. Bill received his BA from Providence College. He completed the Florida State University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, Bill has earned the designation of a BEI Certified Exit Planner (CExP™). He is the former Chair of the Board of the Financial Planning Association of Northern New England, a member of the New Hampshire Estate Planning Council and serves in various capacities on local

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Profile Information

Principal & Wealth Advisor

Vigilant Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Sep 17, 2024

Work Experience

Vigilant Wealth Management

Principal & Wealth Advisor
Jan 2012 - Present
Email: wclifford@vigilantcap.com

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