Senior Wealth Advisor, Managing Director
Bill joined Wellspring in 2012 as an intern and, after several years with the firm, he currently serves as a Senior Wealth Advisor. He is responsible for providing comprehensive wealth management solutions to ultra-high-net-worth individuals and families, which includes estate, tax, and investment planning.
Bill graduated from Miami University with a Bachelor of Science in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association® (FPA®) of Northeast Ohio and the Estate Planning Council of Cleveland.
Bill is involved in various educational and philanthropic organizations his community including serving as Chair of the Emerging Leaders for the Ronald McDonald House Charities of Northeast Ohio and as a member of Bluecoats.
April 19, 2023
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