Being locally based and employee owned with access to global resources, affords us the ability to be client centric and thus offer a service model that our clients appreciate.
Originally from upstate New York, Bill has been in Brevard County, FL for nearly 35 years. He brought 26 years of experience to Allen & Company’s Space Coast office when he joined the Financial Advisor team in 2012.
Dedicated to improving the Central Florida community, Bill is a member and former two-term president of the Rotary Club of Suntree, and was named Rotarian of the year in 2012. He is also a former Vice President of The Yellow Umbrella, a non-profit child abuse protection agency. In addition, Bill is a member of the Bahia Shrine in Orlando, and a member of the Harbor City Masonic lodge in Melbourne. Bill is also a member of Bugles Across America, a volunteer organization whose members play taps at funerals and memorials for U.S. Service men and women as well as veterans who have served their country.
Bill most recently earned the Accredited Investment Fiduciary® designation. Coupled with the Chartered Retirement Planning Counselor ℠ and Certified Wealth Strategist®, Bill focuses on wealth management for high net worth individuals and businesses. He emphasizes the importance of understanding the “big picture” in order to provide clients with customized investment solutions. Bill holds Series 7, 63 and 65 licenses, as well as Life, Health and Variable Annuities.