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

William Clifford
Principal & Wealth Advisor
Vigilant Wealth Management
United States, Massachusetts, Boston
About Me
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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