Is the CEO/CCO and Senior Wealth Management Advisor at McCloskey & Associates Wealth Management. With more than 35 years of experience in financial services, Bill specializes in retirement income strategies, investment management, and comprehensive financial planning tailored to the needs of individuals and families.

Throughout his career, Bill has been dedicated to helping clients gain clarity and confidence in an increasingly complex financial landscape. His disciplined approach is rooted in a commitment to fiduciary responsibility, ensuring that every recommendation serves the client’s best interest. By combining technical expertise with a focus on long-term goals, Bill develops wealth strategies designed to maximize growth, preserve assets, and provide financial security for the future.

Bill began his career on State Street Securities in 1987 and has since advised clients through multiple market cycles. This experience has equipped him with the perspective and insight necessary to guide clients with both steadiness and foresight. He is widely recognized for building enduring client relationships based on trust, transparency, and sound judgment.

As a leader, advisor, and strategist, Bill remains dedicated to helping clients make informed decisions with confidence and achieve financial outcomes aligned with their life goals. He is also frequently sought out for his insights on retirement and wealth management strategies, further establishing his reputation as a trusted voice in the financial planning community.