Billy is a financial advisor on a mission to help individuals be confident in their finances and experience financial balance. He believes in the importance of comprehensive financial advice to ensure the efficiency and balance of their overall portfolio. Billy was previously an investment advisor at Morgan Stanley, and came to Westshore in order to focus more on a relationship-based practice and truly help people achieve financial confidence.
Billy takes an educational and consultative approach to helping folks with their big picture plan. He accomplishes this in a stress-free manner by walking clients through the details of all aspects including investments, protection, and cash flow organization.
Originally from Buffalo, NY. Billy grew up playing hockey and lacrosse and played one year of lacrosse at UMass Lowell. He finished his undergraduate degree at the University of Tampa where he studied finance. Billy lives in Tampa now with his girlfriend, Sara, and dogs, Malloy and Leia. He enjoys playing golf, cooking BBQ on his Big Green Egg, and taking the dogs for hikes.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4260949.