William Baldwin

William Baldwin Email and Phone Number

Retired @ Argent Wealth Management, LLC
waltham, massachusetts, united states
William Baldwin's Location
Wayland, Massachusetts, United States, United States
William Baldwin's Contact Details
About William Baldwin

Over 25 years of experience in wealth management for high net worth individuals, families and foundations. Degrees in Accounting, Law and Taxation and experience in public accounting, law, securities law and analysis, estate planning and financial planning.Specialties: Comprehensive financial planning and investment management services.

William Baldwin's Current Company Details
Argent Wealth Management, LLC

Argent Wealth Management, Llc

View
Retired
waltham, massachusetts, united states
Website:
argentwm.com
Employees:
22
William Baldwin Work Experience Details
  • None
    Retired
    None Apr 2021 - Present
  • Argent Wealth Management, Llc
    Retired
    Argent Wealth Management, Llc Nov 2009 - Present
    View
  • Argent Wealth Management
    Managing Director
    Argent Wealth Management 2013 - Jul 2022
    Greater Boston Area
    Argent Wealth Management helps individuals and families who want to maintain, grow and protect their wealth through customized financial planning, institutional quality investment consulting, income tax planning and sophisticated values-based estate planning. I am a principal in this company, following the merger of Pillar Financial Advisors with Argent in November, 2013.
    View
  • Pillar Financial Advisors
    President
    Pillar Financial Advisors Mar 1986 - Nov 2013
    Waltham, Ma
    I co-founded Pillar Financial Advisors along with Beth Gamel in Boston in 1986 to provide financial planning, income and estate tax advice to high net worth individuals and business owners. We moved to Lexington and then Waltham, where we grew to over $500 million of assets under our supervision and served over 90 families. In November 2013 Pillar merged with Argent Wealth Management and formed Argent Wealth Management, LLC, where I am a principal and a Managing Director.
  • Napfa - National Ass'N Of Personal Financial Advisors
    Chairman
    Napfa - National Ass'N Of Personal Financial Advisors Sep 2009 - Sep 2010
    NAPFA is the leading association of fee-only financial planners, dedicated to the principles of fee-only, fiduciary and comprehensive financial planning.
    View
  • Babson Financial Management
    Vice President
    Babson Financial Management 1983 - 1986
  • Deloitte
    Staff Accountant, Tax Department
    Deloitte 1975 - 1976
    View

William Baldwin Skills

Estate Planning Wealth Management Investments Strategic Financial Planning Investment Management Investment Advisory High Net Worth Individuals Retirement Planning Financial Planners Wealth Financial Advisory Personal Finance Finance Portfolio Management Personal Financial Planning Asset Management Retirement Asset Allocation Wealth Management Services Investment Strategies Tax Estate Tax Planning

William Baldwin Education Details

Frequently Asked Questions about William Baldwin

What company does William Baldwin work for?

William Baldwin works for Argent Wealth Management, Llc

What is William Baldwin's role at the current company?

William Baldwin's current role is Retired.

What is William Baldwin's email address?

William Baldwin's email address is wt****@****ial.com

What is William Baldwin's direct phone number?

William Baldwin's direct phone number is +178189*****

What schools did William Baldwin attend?

William Baldwin attended Boston University School Of Law, Boston College Law School, University Of Cincinnati.

What are some of William Baldwin's interests?

William Baldwin has interest in Sailing, Bicycling.

What skills is William Baldwin known for?

William Baldwin has skills like Estate Planning, Wealth Management, Investments, Strategic Financial Planning, Investment Management, Investment Advisory, High Net Worth Individuals, Retirement Planning, Financial Planners, Wealth, Financial Advisory, Personal Finance.

Who are William Baldwin's colleagues?

William Baldwin's colleagues are Patrick Dziedzic, Maureen Tremarche, Patrick Briand, Andrew Koutroukas, Andrew Cook, Queenie Shi, Lynn (Lavoie) Waples, Cfp®.

Not the William Baldwin you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.