Work History
Edward Jones
Edward JonesMay 2009 to Current
About Bill
As an Edward Jones financial advisor, my goal is to understand your long-term financial goals and to help you achieve them. I recognize the importance of understanding my clients and their goals before making recommendations about how to achieve those goals.
I joined Edward Jones as a financial advisor in 2009, opening the firm's first Brewster, NY branch.
A 1982 graduate of SUNY Maritime College, I hold a bachelor's degree in marine transportation with a business management concentration. My wife, Charlotte, and I have lived in the community for over 20 years and have loved raising our two sons here. Our family...
I joined Edward Jones as a financial advisor in 2009, opening the firm's first Brewster, NY branch.
A 1982 graduate of SUNY Maritime College, I hold a bachelor's degree in marine transportation with a business management concentration. My wife, Charlotte, and I have lived in the community for over 20 years and have loved raising our two sons here. Our family...
Focus Areas
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
Work History
Edward Jones
Edward JonesMay 2009 to Current
Education
SUNY Maritime College
SUNY Maritime CollegeBachelor of Science
Education
SUNY Maritime College
SUNY Maritime CollegeBachelor of Science
Personal Interests
- Spending Time with Family
- Music
- Community Outreach
- Social Responsibility
- Traveling
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
BrewsterFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More