Bill Meltzer

Bill Meltzer

Supervisory Principal

Bill has a 30 year financial services background preforming various tasks. He has held roles in institutional block trading, risk management, financial advisory, retail banking and now in a supervisory position. Bill spent a total of 21 years at Smith Barney and Lehman Brothers. More recently, he spent 7 years at JPMorgan and the last 2 years as an advisor at LPL Financial. Bill holds the following Licenses: Series 7, 63, 66 and 24 (held with LPL Financial) along with insurance licenses.

Bill gained a great deal of satisfaction in his career as a financial advisor. It was extremely rewarding to be able to help people, and in some cases, dramatically change their lives for the better.

As a Supervisory Principal, his role is to assist the advisors in staying compliant with the always changing regulatory environment. Bill's success will help the advisors have long and productive careers for themselves and their families, while assisting countless people pursue their financial goals.

Bill is passionate about his sons’ successes regarding their careers and becoming productive contributors to society. More importantly watching his sons become considerate and generous young men.

Nothing inspires him more than seeing someone who has had serious obstacles put in their way whether it be social economic issues, physical or mental issues and succeeded in accomplishing their goals.

Favorite quote“A goal without a plan is just a wish”
Favorite food: Spaghetti and meatballs
Favorite film: Cool Hand Luke
Team: New York Giants