Bill brings 25 years of experience serving high-net-worth clients to his role as Wealth Management Advisor and Relationship Manager.
Currently, Bill specializes in advising high-net-worth individuals and families to craft customized plans in the areas of investment management and wealth advisory and trust planning. He is part of the team that collaborates with families to help preserve, protect and grow their wealth to focus on family, business and philanthropic priorities.
Bill also works as a relationship manager and is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. He provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Prior to joining First American Trust in 2011, Bill worked at Union Bank for 14 years in banking and wealth management and served as a securities broker and retirement planning consultant. His experience in banking and brokerage includes a wealth of knowledge in retirement planning and trust services.
Bill earned a Bachelor's degree in Finance and a Master's degree in Economics from California State University, Fullerton. He holds a CERTIFIED FINANCIAL PLANNER™ certification and has California licenses as a Life and Health Insurance Agent.