Bill.Gaudino@ArborStoneFinancial.com
Bill brings more than 40 years of experience helping individuals and families navigate the complexities of their financial lives. Bill leads the firm’s financial planning efforts, aligning estate and tax planning with asset protection and investment management. He spends the majority of his time working with business owners and multi-generational families to help them build and protect their wealth.
Bill started his career as an Advisor with IDS which was later acquired by American Express and eventually became Ameriprise Financial. Bill received his bachelor’s degree from the Massachusetts Maritime Academy and is a CERTIFIED FINANCIAL PLANNER™.