<br>William O.  Webster Jr., <br> CFP®

William O.
Webster Jr.,

Senior Portfolio Manager

Education Background:

  • Dartmouth College, Hanover, NH – AB
  • New York University’s Stern School of Business – MBA
  • College for Financial Planning – Certified Financial Planner (CFP®) 1979

Business Background:

  • Series 1, 8, 24, 63, 65
  • Insurance licensed:  Life, Health (Including Fixed and Variable Annuities), Long Term Care

Bill began his career as a registered representative with Blyth Eastman Dillon in 1972; where he remained, through the firm’s subsequent mergers with PaineWebber, Inc. and UBS, until joining Morgan Stanley in 2008.  In 2010 Bill left Morgan Stanley to join Westport Resources Investment Services where he remained until the firm’s dissolution at the end of 2017.  In 2016 while at Westport Resources, Bill partnered with Cruice Financial Organization as a financial advisor, and in 2018 became affiliated with United Planners Financial Services as a registered representative.


Phone 203-221-0202