William comes from a family of educators. He has taken that passion and aims to assist and educate each family that he works with in understanding their financial plan. He wants every family to not only have the assets to achieve their goals but to understand the broader planning that will ultimately provide them with the peace of mind and security they seek from an advisor. Before joining Stage Harbor Financial, William served as a Financial Counselor at another Massachusetts-based advisory firm. William has over 17 years of experience in the financial advisory industry, focusing on working directly with affluent families. William’s passion for the industry first began during a college int