Bill is a wealth advisor with Connington Wealth Management, an independent wealth management firm founded in 1997. He helps clients build a clear financial path to transition from career to retirement with confidence. Bill develops comprehensive wealth strategies and retirement plans for physicians, business owners, and affluent investors.
Connington Wealth Management offers access to retirement planning, social security benefits, estate planning strategies, insurance, investments, planned giving, and fee-based asset management. Connington Wealth Management is an independent company powered by Intrua and is not under pressure to sell any "in-house" financial products, it is able to conducts business with many distinguished financial firms including LPL Financial, J.P. Morgan, Goldman Sachs, Transamerica, and Genworth.
Bill began his career with IDS Life in 1992 and continued after it was acquired by American Express, he was a Wealth Advisor with Astorino Financial Group from 2010-2014. He re-opened Connington Wealth Management in 2015.
Bill holds securities registrations 7, 24 and 63 through LPL Financial and holds several insurance licenses. In 1992, he earned a BS from Seton Hall University, and has been a member of the Financial Advisory board of the University since 2005. He is a veteran of the United States Air Force. Connington is the author of articles that have appeared in The Star-Ledger, Physician's Money Digest, Dermatology Times, and Businessweek.
Bill is active in his community, having served as an elected Councilman for the Township of Fairfield from 2008 to 2010. He also served on the Fairfield municipal planning board and was a liaison to the township's finance department and its environmental commission. Bill is active in coaching local youth sports as well as travel baseball, basketball & softball programs. Bill is an avid golfer and sailor. He services the Sarasota, FL area and the tri-state area of NY, NJ, and CT where he also focuses his time speaking with local organizations throughout the year on financial literacy.
Location:
13 Ramaky Drive
Fairfield, NJ 07004
2260 Ringling Boulevard
Suite 344
Sarasota, FL 34237
(941) 529-0229
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Connington Wealth Management, Group I | Paramus, NJ