Bill is a Senior Trust Advisor for the Naples office of Regions Private Wealth Management Group, with Clients in Collier, Lee and Charlotte Counties. He carries the designation of Certified Wealth Strategist and has an extensive career assisting individuals and families with their Investment, IRA, Trust, Estate, and Charitable Planning.
His professional and civic involvement includes:
Board Member Emeriti of the Community Foundation of Collier County
CFCC Professional Advisors Council
Past Board Member of the Greater Naples Area Planned Giving Council
Member of the Estate Planning Council of Naples
Past Chair of the Ave Maria University Planned Giving Council
Past Treasurer St. William Catholic Church