Bill Valenti

Background

About Bill Valenti

Bill Valenti, Financial Advisor, Senior Portfolio Management Director and Senior Vice President has worked in the financial services industry for over twenty-five years. It has afforded him the opportunity to combine two of his passions: providing goal-oriented advice and building lasting relationships. Bill holds FINRA series 6, 7, 63 and 66 licenses. He provides personalized, thoughtful guidance tailored to each client’s unique situation. The value that he brings to his clients is based on experience, dedication to personal service and an emphasis on regular communication. Bill is committed to helping clients achieve their goals by navigating complex financial markets while staying focused on the individual. Outside of his professional life, he is fortunate to share his journey with his wife, Lori, and daughter Pippa. Family is at the heart of his core beliefs and his passion for achieving financial security stems from his desire to create a lasting legacy for those he cares most about. Bill enjoys hiking, running, cycling, swimming and is passionate about training and competing in long-distance triathlon events. Areas of focus: Wealth Management, Retirement Planning, Preservation Strategies, Alternative Investments, Asset Allocation and Tax Management Strategies