William Baldwin Email & Phone Number
@argentwm.com
4 phones found area 781
LinkedIn matched
Who is William Baldwin? Overview
A concise factual answer block for searchers comparing this professional profile.
William Baldwin is listed as Retired at Argent Wealth Management, LLC, a with 22 employees, based in Wayland, Massachusetts, United States. AeroLeads shows a work email signal at argentwm.com, phone signal with area code 781, and a matched LinkedIn profile for William Baldwin.
William Baldwin previously worked as Managing Director at Argent Wealth Management and President at Pillar Financial Advisors. William Baldwin holds Llm, Taxation from Boston University School Of Law.
Email format at Argent Wealth Management, LLC
This section adds company-level context without repeating William Baldwin's masked contact details.
AeroLeads found 2 current-domain work email signals for William Baldwin. Compare company email patterns before reaching out.
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.
Listed skills include Estate Planning, Wealth Management, Investments, Strategic Financial Planning, and 18 others.
William Baldwin's current company
Company context helps verify the profile and gives searchers a useful next step.
William Baldwin work experience
A career timeline built from the work history available for this profile.
Retired
Current
Managing Director
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.
President
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.
Chairman
NAPFA is the leading association of fee-only financial planners, dedicated to the principles of fee-only, fiduciary and comprehensive financial planning.
Vice President
Staff Accountant, Tax Department
Colleagues at Argent Wealth Management, LLC
Other employees you can reach at argentwm.com. View company contacts for 22 employees →
Ellie Overton
Colleague at Argent Wealth Management, LlcWayland, Massachusetts, United States
View →
QS
Queenie Shi
Colleague at Argent Wealth Management, LlcMedford, Massachusetts, United States
View →
RK
Richard Kahn
Colleague at Argent Wealth Management, LlcWeston, Massachusetts, United States
View →
CS
Charlotte Spiegel
Colleague at Argent Wealth Management, LlcGreater Boston, United States
View →
JC
Joseph Cabrera Iii
Colleague at Argent Wealth Management, LlcGreater Boston, United States
View →
PB
Patrick Briand
Colleague at Argent Wealth Management, LlcGreater Boston, United States
View →
PD
Patrick Dziedzic
Colleague at Argent Wealth Management, LlcGreater Boston, United States
View →
WL
Wayne Laundry
Colleague at Argent Wealth Management, LlcWeston, Massachusetts, United States
View →
AC
Andrew Cook
Colleague at Argent Wealth Management, LlcUnited States
View →
L(
Lynn (Lavoie) Waples, Cfp®
Colleague at Argent Wealth Management, LlcFranklin, Massachusetts, United States
View →
William Baldwin education
Llm, Taxation
Jd, Law
Bba, Accounting
Frequently asked questions about William Baldwin
Quick answers generated from the profile data available on this page.
What company does William Baldwin work for?
William Baldwin works for Argent Wealth Management, LLC.
What is William Baldwin's role at Argent Wealth Management, LLC?
William Baldwin is listed as Retired at Argent Wealth Management, LLC.
What is William Baldwin's email address?
AeroLeads has found 2 work email signals at @argentwm.com for William Baldwin at Argent Wealth Management, LLC.
What is William Baldwin's phone number?
AeroLeads has found 4 phone signal(s) with area code 781 for William Baldwin at Argent Wealth Management, LLC.
Where is William Baldwin based?
William Baldwin is based in Wayland, Massachusetts, United States while working with Argent Wealth Management, LLC.
What companies has William Baldwin worked for?
William Baldwin has worked for Argent Wealth Management, Llc, Argent Wealth Management, Pillar Financial Advisors, Napfa - National Ass'N Of Personal Financial Advisors, and Babson Financial Management.
Who are William Baldwin's colleagues at Argent Wealth Management, LLC?
William Baldwin's colleagues at Argent Wealth Management, LLC include Ellie Overton, Queenie Shi, Richard Kahn, Charlotte Spiegel, and Joseph Cabrera Iii.
How can I contact William Baldwin?
You can use AeroLeads to view verified contact signals for William Baldwin at Argent Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did William Baldwin attend?
William Baldwin holds Llm, Taxation from Boston University School Of Law.
What skills is William Baldwin known for?
William Baldwin is listed with skills including Estate Planning, Wealth Management, Investments, Strategic Financial Planning, Investment Management, Investment Advisory, High Net Worth Individuals, and Retirement Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the William Baldwin you were looking for.
View similar profiles