Delicatessens New York
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Bill Stevenson is a Vice President and Wealth Management Advisor at Bank of New York. Bill brings more than 27 years of investment and financial services experience. After holding the position of investments trader for a large bank trust department, he became a financial advisor in 1995. He joined Bank of New York in 2006. As a Certified Private Wealth Advisor® professional, Bill possesses the level of detail needed to serve high-net-worth clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax planning, charitable and estate planning services, planning for closely held business owners, behavioral finance, and planning for executives.
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