William Pretory Email & Phone Number
Managing Director of Wealth Management and Financial Planning @ Wealthspring Financial Partners LLC
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William Pretory Location
- Washington Township, NJ, US
William Pretory Work
- 2024 -now Chief Operating Officer and Wealth Management Advisor @
- 2024 -now Managing Director of Wealth Management and Financial Planning @
- 2024 -now Chief Operating Officer and Wealth Management Advisor @
- 2010 -2024 Assistant Vice President-LPL Financial Advisor @ Affinity Investment Services
- 2004 -2005 Internal Wholesaler @
- 2004 -2009 Vice President, Wholesaler-Trust Services @
- 2004 -2004 Mortgage Banker @ Chase Manhattan
- 2003 -2004 Mortgage Consultant @ Lake Mortgage
- 2002 -2002 Financial Consultant @
- 1995 -2002 Non-Commissioned Officer @
William Pretory Education
- Columbia College
Bachelors of Science (cum laude Business Administration)
2002-2011
William Pretory Skills
- Estate Planning
- Strategic Financial Planning
- Financial Advisory
- Retirement Plans
- Investment Strategies
- Small Business
- Strategic Financial
- Investments
- Asset Management
- Mortgage Lending
- Credit
- Finance
- 401k
- Insurance
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Series 7
William Pretory Summary
- William Pretory, based in Washington Township, NJ, US, is currently a Managing Director of Wealth Management and Financial Planning at Wealthspring Financial Partners LLC. William Pretory brings experience from previous roles at Wealthspring Financial Partners LLC, Nisivoccia Wealth Advisors LLC, Affinity Investment Services and Franklin Templeton Investments. William Pretory holds a 2002 - 2011 Bachelors of Science in cum laude Business Administration @ Columbia College. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Financial Advisory, Retirement Plans, Investment Strategies and more. William Pretory has 3 emails and 1 mobile phone numbers on RocketReach.
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William Pretory
Managing Director of Wealth Management and Financial Planning
Washington Township, NJ, US
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