Broker Check
William Pretory

William Pretory

Wealth Management Advisor

William Pretory brings over twenty years of experience in the financial services industry to our team at Nisivoccia Wealth Advisors. William began his journey with a dedication to serving his country as a decorated US Navy Veteran with several deployments overseas, before beginning a career centered around his clients and their families’ financial well-being.

William has led an impressive professional journey in financial services, including his tenure as an executive at a Fortune 100 investment company, Franklin Templeton, and an investment advisor and planner working with families and high net-worth individuals. William specializes in wealth management and financial planning and takes pride in his philosophy to provide clients and their families with financial balance and a sustainable and comfortable retirement.

William graduated Magna cum Laude with a degree in Business Management from Columba College with a minor in Finance and holds several licenses, including insurance, securities, and investment advisory that allows him to provide a holistic approach to financial planning. William has spent the past 15 years of his professional career providing life-cycle financial planning and wealth management services to Affinity Federal Credit Union members. William has the experience, expertise, and knowledge to confidently guide clients toward financial independence.

Beyond his professional achievements, William is an avid outdoorsman, committed volunteer, and devoted family man. He enjoys coaching sports for his two teenage children and spending time outdoors with his family at their wilderness cabin in upstate NY.

 

Licenses

  • FINRA Series 7, 63, 65, and Life and Health Insurance Licensed