Bill has been a managing partner at Clear Path Private Wealth (formerly Amatuzzo Magnani Private Wealth Management) since 2002. Prior to that, he spent two decades in investment banking on Wall Street, where he held roles including vice president at Salomon Brothers and senior vice president at Donaldson, Lufkin & Jenrette.
At Clear Path, Bill specializes in advising clients on investment management, retirement planning, asset protection and tax and estate planning. He has a proven track record of providing personalized, high-quality service and enjoys helping clients achieve the full and rich lives they’ve earned.
A CERTIFIED FINANCIAL PLANNER™ professional, Bill holds a BBA in accounting and an MBA in finance from Pace University. His interests include golf and travel and he’s an avid sports fan. Bill lives in Charleston, South Carolina with his wife of more than 30 years, Karen, and their two daughters, Allison and Carly.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
The Financial Advisor(s) associated with this website may only discuss or transact business only with residents in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
