William Saccone

BACKGROUND:
William focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. William also provides innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. The financial goals of each person will be at the center of our journey, and I am committed to building transparent relationships. He prides himself on an ethical approach that centers on integrity, respect, and responsibility. William prioritizes empathy, teamwork, and continuous improvement for a comprehensive and rewarding life. These values guide his actions, reflecting a sincere concern for both personal and collective well-being.

EDUCATION & CREDENTIALS:
William earned his bachelor’s degree in marketing from the University of South Florida. He has his FINRA SIE and Series 7 & 66 securities registration as well as the Florida 215 Life, Accident, and Health Inasurance license.

INTERESTS:
William is a family-oriented individual who values quality time with loved ones. His love for the outdoors leads him to activities such as fishing, golfing, and long walks.

3807975-092024