Smart planning can help you enjoy your life’s work long after you retire.As your retirement years loom, it’s important to plan so that you’ll have the income you need to sustain your lifestyle.It may also be important to continue growing your assets to create additional security or to leave a legacy.Setting realistic targets for investment returns is critical, since they represent an important offset to anticipated cash flow needs during retirement.
Bill leads Wilmington Trust’s Family Wealth Investment Advisor group, overseeing a team of investment specialists with experience in strategic asset allocation and portfolio management. Bill works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, liquidity, and other factors. After taking the time to listen to his client’s objectives and to understand any tax, legal, and personal considerations, Bill then structures a diversified portfolio in keeping with the client’s asset allocation plan. Bill continually monitors and periodically rebalances his clients’ portfolios to reflect their evolving needs and to pursue new investment opportunities.
Bill joined Wilmington Trust SP Services, Inc. in 1991, specializing in corporate financial and entity management services. Earlier in his career, he practiced public accounting for a firm in Wilmington, Delaware.
Bill holds a bachelor’s degree in Accounting and Finance from the University of Delaware. He is a member of the CFA® Society of Philadelphia, is a Certified Financial Planner™, and was formerly a practicing CPA. Bill has been actively involved with the United Way of Delaware, serving as past Wilmington Trust campaign Co-Chairman and Chairman. He serves on the Audit Committee at Grace Lutheran Church in Hockessin, Delaware.