Bill Coffey works with clients of Richard Shakter to make sure that our clients’
day-to-day administrative needs are met in an efficient way. His time is focused on the
administrative tasks associated with investment accounts and business retirement
plans. In addition, Bill also runs a year-round intern program where college students
work in his department and are given hands on opportunities to learn about the
establishment and maintenance of client investment programs as well as the complex
world of qualified retirement plans.
Prior to joining Financial Compass Group, LLC Bill worked as a Registered
Representative for New York Life and continues to be a licensed life Agent in the
Commonwealth of Massachusetts. Before financial services, Bill was the Director of
Sports Medicine for Nichols College and is a former Athletic Trainer for the Boston Red
organization where he was the recipient of a World Series ring in 2004.
Bill received his Bachelor of Science from Bridgewater State University. Bill lives in
Northbridge, MA with his wife and two of his four sons.
Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.