Bill’s background includes more than 35 years in the financial services industry assisting individuals with retirement and tax planning. Bill holds Series 6,7,63 and 65 securities registrations and is a Registered Representative and Investment Advisor Representative for Cambridge. He has served as a Retirement Planning Instructor for the University of South Florida, Polk State College and Pasco-Hernando Community College. A US Navy veteran, Bill has 2 children and resides with his wife in Palm Harbor, Florida.