William O'Malley, Vice President/Investments

 

I started my career with A.G. Edwards in 2002 and quickly realized that the majority of individuals I met with had no roadmap or conducted very minimal planning with regard to their financial goals and retirement needs.  Regardless of net worth, most people found that after going through the steps of creating an investment plan, it helped to alleviate their fears and uncertainties about the future.

I advise a diverse range of high net worth individuals including business owners, technology executives, and retirees with my primary focus on helping to potentially maximize and preserve wealth with thoughtful, investment guidance.  It is imperative to not only work closely with the client, but also to work in concert with the clients' attorney, accountant, and other trusted advisors to ensure that nothing is overlooked.  Some of the strategies employed include retirement and estate planning strategies, business succession planning, charitable donations and gifts, and college savings accounts.  I consider client service to be my highest priority.

After living in downtown Boston for over a decade, I currently reside in Portsmouth, New Hampshire.  My hobbies include coaching high school basketball, boxing, golf, and volunteer work at the Pine Street Inn located in Boston, Massachusetts.