Bill Cahill joined Terry at Cahill & Associates in April 1991, 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 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. He is an active member of the Financial Planning Association® (FPA®) and the Investments & Wealth Institute®. A lifelong Connecticut resident, he resides in Cromwell with his wife, Theresa, and their five children. Bill loves the outdoors and enjoys running, biking, hiking, travel, photography, and staying active with the kids. He remains an avid fan of the Boston Red Sox and the UConn Huskies.