Bill Watterson

Bill is a Practice Manager with over 18 years of experience within the financial services industry. He is deeply committed to assisting with the financial servicing needs for the clients we work with. Bill joined our practice in 2005 as our lead Service Assistant bringing several years of key experience to the role from prior positions in executive administration. His attention to detail and excellent rapport-building skills resulted in him being quickly promoted to our Practice Manager. He serves as a key liaison and point of contact, partnering with our financial professionals to proactively address all client service needs.