Bill Simpson Email & Phone Number
Senior Wealth Advisor @ EP Wealth Advisors
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Bill Simpson Location
- Greenland, NH, US
Bill Simpson Work
- Senior Wealth Advisor @ (February 2023 - Present)
- Managing Partner @ Resolute Financial (May 2016 - February 2023)
- Owner - Certified Financial Planner @ Azimuth Financial Planning, LLC (January 2007 - May 2016)
- Financial Advisor @ (January 2005 - January 2007)
- Principal Consultant @ NESS (January 2004 - January 2005)
Bill Simpson Education
- Boston University
CFP (Financial Planning)
1997-2005 - Boston College Carroll School of Management
MBA
1989-1992 - Worcester Polytechnic Institute
BS (Mechanical Engineering)
1980-1984
Bill Simpson Skills
- Estate Planning
- Financial Goals
- Financial Planners
- Investment Management
- Retirement Planning
Bill Simpson Summary
- Bill Simpson, based in Greenland, NH, US, is currently a Senior Wealth Advisor at EP Wealth Advisors. Bill Simpson brings experience from previous roles at Resolute Financial, Azimuth Financial Planning, LLC, The Harbor Group and NESS. Bill Simpson holds a 1997 - 2005 CFP in Financial Planning @ Boston University. With a robust skill set that includes Estate Planning, Financial Goals, Financial Planners, Investment Management, Retirement Planning and more. Bill Simpson has 1 emails and 1 mobile phone numbers on RocketReach.
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