Billy joined Redwood Financial Network in 2017 after ten years as a Senior Relationship Manager with PNC’s Private Client Group. As a Wealth Advisor, he guides individuals, families, and small businesses through the intricate journey of financial planning. Billy’s philosophy is to build strong, trusting, and collaborative relationships. With his client’s goals at the forefront, he constructs detailed plans that are reviewed on an annual basis.
Billy’s goal is to increase his client’s confidence in their financial journey. Billy earned his Master’s in Business Administration from the Boler School of Business at John Carroll University in 2012. He holds the Series 6, 7 and 63 registrations with LPL Financial and the Series 65 registration with Redwood Financial Network.
Billy’s passion for helping others fits perfectly into his role as a Boler Ambassador at John Carroll University. In this role, he guides prospective and current MBA students through the journey of achieving their MBA.
A lifelong resident of northeast Ohio, Billy is an avid Cleveland sports fan. He also enjoys spending time with family, traveling, and boating.