Billy is a member of the retirement plan service team, supporting you and your employees through participant education and guidance. He is available to address the questions and concerns of your plan participants regarding their own personal financial situations.

Billy Joined SRP in fall of 2023 after having worked in operations at People’s United bank for 2 years and then making a transition to wealth management and working for Ameriprise Financial services as a Paraplanner.  He graduated from Roger Williams University with a BS in Finance and was on the Varsity Swim team for 4 years.  Billy holds his Series 7 and 66 license and passed the CFP® Exam November of 2024 and it currently fulfilling the experience requirement to become a full Certified Financial Planner®.

When Billy isn’t working, he is actively working towards a healthy sunbathing lifestyle at the gym, sunbathing on the beach, or spending time with his cat Lefty.