Bill is a Managing Director and co-founder of the CS Wealth Management Group, a team within Capitol Securities Management, Inc., and specializes in developing financial plans and investment strategies that fit each client's unique goals.
Prior to Capitol Securities, Bill was Managing Director at Washington Investment Corporation where he was responsible for overseeing the Retirement Planning Division. When Washington Investment was acquired by Capitol Securities in 1999, Bill played a key role in integrating clients to the platform offered at Capitol Securities.
Bill is one of a handful of advisors across the country designated as a Certified Financial Planner as well as a Chartered Retirement Plan Specialist. He holds a Series 7 General Securities License, Series 24 General Principal License, Series 53 Municipal Principal License, Series 65 Registered Investment Advisors License, and a life and health insurance license. He is an active member of the Financial Planning Association of America.
Bill is from Media, Pennsylvania located outside of Philadelphia and graduated from Lehigh University where he received a Bachelors of Science in mechanical engineering. After college, he was an engineer for Westinghouse Electric Company. Bill moved to the Washington D.C. area in 1994 to begin his career in the financial investment industry.