William has for decades, successfully navigated a dual financial career, initially as a Senior Mortgage Loan Officer at Nat West Mortgage on Long Island. Helping them grow to $2BN + in mortgage originations over a span of 5 years.

William was then recruited by UBS in Melville NY to be a Financial Advisor. As a Financial Advisor. William brings two decades of hands-on experience in the wealth management and  corporate retirement plan space.  As a Financial Advisor  holding both the Series 7 and Series 66 licenses, William has spent his career working directly with families on their financial planning. Along with plan sponsors, retirement plan fiduciary committees, and institutional advisors on the corporate 401k side of his business.

When William realized the mortgage broker channel offered more rate and program options, speed and flexibility for his clients and his business model. It was an easy decision to become a mortgage broker and leave the retail bank side.
His decades of experience and knowledge of client solutions. Results in solid client outcomes for realtors, along with other trusted advisors and their clients.

Before his financial career, William served on active duty, in the United States Army, as a Sergeant (NCO) in Satellite Communications. He was assigned to a mobile nuclear missile unit in Europe and held  a Top Secret (SCI) security clearance.
William was honorably discharged and is a graduate of Stony Brook University in Stony Brook, NY.

William has three grown children. Who are all thriving and scattered about, up and down the east coast. In his free time he enjoys playing guitar, golf and exploring what Florida and beyond has to offer.