William is involved in servicing current Andina clients as well building out the Sports Marketing and Business Development division. Prior to working with Andina, William began his financial services career in asset protection and Insurance with Mass Mutual. Afterwards, he became a financial advisor at Morgan Stanley and focused on investments and wealth management.
William earned his Bachelor of Arts in Economics with a minor in Business Law from the University of Southern California, and a Master of Science in Business Administration with emphasis in Financial and Tax Planning from San Diego State University. He holds Series 7 and 66 FINRA licenses and is also certified by the State of California in Life and Health Insurance.