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ABOUT US

OVERVIEW

OVERVIEW

We create strategies that are tailored to your needs and goals.

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OUR PROFESSIONALS

OUR PROFESSIONALS

Years of experience have prepared us to guide you through your life transitions.

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OUR CULTURE

OUR CULTURE

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Meet our team of experienced professionals.


Most hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance strategies.

William Coffey

Senior Client Service Associate


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 Sox 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.

 

Bill Coffey is registered with Equitable Advisors (NY, NY 212-314-4600), Member FINRA, SIPC, and provides administrative support services only. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Financial Compass Group, LLC is not owned or operated by Equitable Advisors.

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