Broker Check
William Pretory

William Pretory

Managing Director of Wealth Management & Financial Planning

Location: Flanders, NJ

With over twenty years of experience in the financial industry, Bill brings a wealth of knowledge and expertise to our team. Before entering the financial world, Bill served his country as a decorated U.S. Navy Veteran with several deployments overseas. 

Bill’s professional journey includes his tenure as an executive at Franklin Templeton, a Fortune 100 investment company. As an investment advisor and planner, he has worked closely with families and high-net-worth individuals, specializing in wealth management and financial planning. 

A graduate of Columbia College with Magna cum Laude honors, Bill holds a degree in Business Management with a minor in Finance. He also holds several licenses that enable him to provide a holistic approach to financial planning. With his blend of experience, integrity, and dedication, Bill consistently places his clients’ needs at the forefront of his practice. 

Outside of the office, Bill is an avid outdoorsman, committed volunteer, and devoted family man. He coaches sports for his two teenage children and cherishes spending quality time outdoors with his family at their wilderness cabin in upstate New York.

Licenses 

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