William D. Haddad

Financial Advisor

A licensed CPA since 1974, Bill brings 25 years experience to his role specializing in investment management and pension consulting for businesses and individuals. Before joining the firm in 1996, he owned and operated a successful pension consulting and administration firm in Boston.

Bill is a member of the Massachusetts Society of CPAs and the American Institute of Certified Public Accountants (AICPA). He holds both his insurance and securities licenses through LPL Financial. He attended Northeastern University where he earned his B.S.B.A. in 1970 and his M.B.A. in 1972.

Bill is on the board of directors of the Billerica Community Alliance and of the Billerica Partners for Education.