William Goldsmith Email & Phone Number

Head of Advanced Planning and Risk Management @ Gateway Financial Partners

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William Goldsmith Location

Middleborough, MA, US

William Goldsmith Work

2026 - now Head of Advanced Planning and Risk Management @ Gateway Financial Partners
2010 - 2026 Founder and President @ Lifetime Financial Strategies, LLC
2004 - 2010 Financial Advisor @ Self Employed

William Goldsmith Education

Questrom School of Business, Boston University
MBA, Business (Business)
1987 - 1989
Boston University
BSBA, Finance (Finance)
1981 - 1985

William Goldsmith Skills

Estate Planning
Retirement Planning
Insurance

Strategic Financial Planning
Mutual Funds
Financial Advisory
Long-term Care
Small Business
Disability Insurance
Financial Services

see less

William Goldsmith Summary

William Goldsmith, based in Middleborough, MA, US, is currently a Head of Advanced Planning and Risk Management at Gateway Financial Partners. William Goldsmith brings experience from previous roles at Lifetime Financial Strategies, LLC and Self Employed. William Goldsmith holds a 1987 - 1989 MBA, Business in Business @ Questrom School of Business, Boston University. With a robust skill set that includes Estate Planning, Retirement Planning, Insurance, Strategic Financial Planning, Mutual Funds and more. William Goldsmith has 4 emails and 2 mobile phone numbers on RocketReach.

William Goldsmith Emails

Found 4 emails

William Goldsmith Phone Numbers

Found 3 phone numbers

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Top Gateway Financial Partners Employees

Jill Batley

President and Chief Compliance Officer at Gateway Financial Partners

Appleton, WI, US
2
- gmail.com
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3
- +1 920-915-XXXX
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- +1 920-733-XXXX
John Johnson

Chief Strategy Officer (CSO) at Gateway Financial Partners

Los Angeles, CA, US
2
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Christopher Magnifico

Marketing Director at Gateway Financial Partners

Laconia, NH, US
1
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1
- +1 860-652-XXXX
Derek Mazzarella

Certified Financial Planner at Gateway Financial Partners

Glastonbury, CT, US
3
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- yahoo.com
- mygfpartner.com
5+
- +1 781-209-XXXX
- +1 781-292-XXXX
- +1 774-201-XXXX
- +1 781-449-XXXX
- +1 860-828-XXXX
- +1 508-636-XXXX
Phil Weisbach

Director of Compliance at Gateway Financial Partners

Appleton, WI, US
2
- yahoo.com
- mygfpartner.com
5+
- +1 920-475-XXXX
- +1 920-450-XXXX
- +1 920-224-XXXX
- +1 920-475-XXXX
- +1 920-720-XXXX
- +1 920-358-XXXX

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