As an Investment Advisor Representative, Will acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

 

“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority."

 

Qualifications

• Licensed to sell Life, Accident, and Health Insurance

• Holds the Series 6, 63 and 65 Securities Licenses

• Prior to joining Barnum, spent time at Commonwealth Financial Group as a Marketing & Administrative Intern

Personal

• Studied at Stonehill College, earning his BSBA in Finance

• Currently resides in Peabody, MA

• In his spare time, he enjoys playing golf, hiking and traveling around the world