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Biography

Will is a Principal in the New York office, where he provides a high level of service to clients and assists with their day-to-day financial planning requirements. He focuses on analyzing individual client needs and delivering accurate information in a timely manner. As a licensed insurance producer, Will also helps the firm manage the insurance process, handling presentations, applications, medicals, and general insurance structuring and maintenance.

Prior to joining Cerity Partners, Will served as a Senior Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. In this role, he analyzed data to help develop comprehensive financial plans for clients.

Education

  • B.S. in Business Management from the University of Scranton

Highlights

  • Holds the FINRA Series 65 securities license
  • Licensed insurance producer in the State of New Jersey

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