Looking at a client’s unique circumstances and helping to put their worries at ease makes him happy
Billy has been a member of the Bay Point team since 2011. He is currently a Senior Wealth Advisor, providing analysis and support relating to all client planning and investment needs. He enjoys working with clients to help them reach their financial and personal goals. Looking at a client’s unique circumstances and helping to put their worries at ease makes him happy.
In 2023, Billy earned his Certified Private Wealth Advisor (CPWA) designation, one of the most prominent certifications given to financial professionals. As a CPWA, he has a comprehensive understanding of the unique needs and expectations of wealthy individuals. Billy specializes in helping high-net-worth individuals and families navigate difficult decisions and complex family dynamics in estate planning, financial planning, and investing and does so with compassion and expert advice.
He currently leads two study groups for the National Association for Personal Financial Advisors (NAPFA) - the Annapolis Study Group and the Baltimore Genesis Study Group. He also serves as an Executive Committee member for the Anne Arundel Estate Planning Council.
When Billy is not at work or leading study groups, you can often find him at Camden Yards if the Orioles are in town, or out hiking or traveling somewhere new if they are not. He also has a passion for cooking and loves trying to recreate recipes for any new foods he tries.
Certifications & Education
- CERTIFIED FINANCIAL PLANNER™
- Certified Private Wealth Advisor®
- Bachelor’s degree in Business Management, and a concentration in economics from Frostburg State
- Member, National Association of Personal Financial Advisors
- Financial Planning
- Estate Planning
- Investment Portfolio Management