A 1988 graduate of Fairfield University with a BS in finance, Bill earned his credentials as a CERTIFIED FINANCIAL PLANNER® professional in 1995. Bill has held registrations since 1986 and currently holds the FINRA Series 7, 24, 63, and 65 securities registrations.
Bill was invited to join Terry at Cahill & Associates in April 1991. Early years in the practice were spent focusing on employer plan sponsor relationships through Aetna Financial Services. As the capabilities of the broker/dealer improved, the practice transitioned toward investment management and needs-based financial planning, which remain the focus today. Bill takes pride in maintaining a long-term, goal-oriented focus with his clients.
A lifelong Connecticut resident, he resides in Cromwell with his wife, Theresa. Bill loves the outdoors and enjoys running, biking, hiking, traveling, and photography. He remains an avid fan of the Boston Red Sox and the UConn Huskies.