WEALTH MANAGEMENT FOR TODAY
A Game-Changing Approach to Unlocking Your Future
Bill is a native born Floridian, born and raised in Central Florida. After graduating from the University of Florida with a degree in Finance, he started his career with SunTrust Banks. As the Private Banking field was launching, Bill became one of the first Private Wealth Client Advisors with SunTrust in Orlando. Later, Bill became the Senior Vice President of the Private Wealth Group in Windermere, catering to notable clients such as Darden Restaurant executives, Walt Disney executives, PGA professionals and Major League Baseball players.
In 2002, Bill became a Certified Financial Planner™ and relocated from Orlando to Fort Lauderdale to manage the largest SunTrust Private Wealth team in South Florida. His team managed assets in excess of $1 billion.
In 2009, Bill accepted a position with a community bank as Director of Wealth Management. He oversaw both trust and brokerage services as a member of the Bank’s Executive Management team. In 2015, Bill decided to leave banking and open BENCHMARK FINANCIAL LLC, an investment advisory practice in Fort Lauderdale. Bill is the Treasurer of the Greater Fort Lauderdale Sister Cities organization, Ambassador for The Financial Awareness Organization and a member of the Board of Governors of the Tower Club of Fort Lauderdale.
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