Billy is a member of the Retirement Plan Service Team, where he supports plan sponsors and participants through personalized education and financial guidance. He works directly with employees to help them build and understand their overall financial plan by considering all aspects of their financial life — not just their employer-sponsored retirement plan. Through one-on-one meetings and ongoing support, Billy helps participants make informed decisions and feel more confident about their financial future.

Billy joined SRP in the fall of 2023 after beginning his career in operations at People’s United Bank, where he spent two years before transitioning into wealth management with Ameriprise Financial Services as a Paraplanner.

He earned his Bachelor of Science in Finance from Roger Williams University, where he was also a four-year member of the varsity swim team. Billy holds his Series 7 securities registration through LPL Financial, the Series 66 registration through both LPL Financial and WELLth Advisory Services, as well as the CERTIFIED FINANCIAL PLANNER® designation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.