Billy Dewitt Email & Phone Number

I have been a member of the financial services industry in New York since 2005, having worked as a banker, Financial manager, commerical lender, Registered Investment Advisor (R.I.A.) and Accredited Asset Manager (A.A.M.). I enjoy working with individuals and their families in a consultative role using a holistic approach. I do understand the unique needs and circumstances of every client and tailor investment portfolios accordingly. My specific focus is on client education, retirement and college expense planning, tax efficient investing, risk management, liability management and estate planning strategies ..Each and every day, I am honored to be in a position to assist clients and their families in their quest to achieve financial freedom. The faith and trust my clients place in me is humbling and fills me with great gratitude. Seeing them achieve the freaedom to travel, save for children's education, participate in passionate callings and retire with dignity is inspiring.