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MassMutual financial professional.

William Conroyemail

  • Professional Story

    Prior to joining HC PARTNERS, Bill worked with the firms’s respected planning department as a Financial Planner. While in the planning department, Bill worked with a wide variety of financial situations and engineered complex financial plans for numerous high net worth clients. Early in his career, Bill earned the professional designation CERTIFIED FINANCIAL PLANNER™ (CFP®). He believes that every client deserves a comprehensive plan that is customized to their unique situation and needs.

    Originally from Maryland, Bill attended the Catholic University of America in Washington, DC. At CUA, Bill played football and graduated with a bachelor’s degree in Finance and a Minor in Theology. Shortly after graduation, Bill moved to Nashville and married his wife, Taylor. When he is not serving clients, you can find him spending time with his wife, traveling or going to the lake. Bill and Taylor are also members at Fellowship Bible Church.

    Bill is passionate about working with clients to help steward their wealth, achieve their goals and put them in a position to impact others.

  • Languages:
    • English

  • Credentials:
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Military
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

Check the background of this investment professional on FINRA’s BrokerCheck

See William’s Licenses and Disclosures

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