William Wilson is a seasoned Financial Advisor with nearly four decades of experience in
the industry. Throughout his illustrious career, he has cultivated a proven track record of
successfully guiding his clients through the complex challenges associated with making
pivotal financial decisions. His deep understanding of financial markets and his
commitment to personalized service have positioned him as a trusted advisor to
individuals, families and businesses alike.
Bill embarked on his professional journey in 1985, joining Oshima & Associates in Boston,
Massachusetts. This foundational experience equipped him with the skills and knowledge
necessary to navigate the intricacies of financial planning and investment management.
With a Bachelor of Science degree in Business/Finance from Northeastern University, Bill
came into the industry with a solid educational background that has served as a
cornerstone for his success.
In 1990, Bill made the decision to return to his roots in Pittsburgh, Pennsylvania, where he
began a remarkable career with Hefren-Tillotson. During his time with the firm, he
developed long-lasting relationships with his clients, ensuring that their financial goals
were not only met, but often exceeded. His dedication to client success has earned him a
reputation of integrity transparency and excellence.
In 2022, Bill transitioned to Baird following the merger with Hefren-Tillotson. This move has
allowed him to further expand his service offerings, leveraging Bairds extensive resources
and innovative tools to better serve his clients. Bill continues to empower individuals and
families by helping them to make informed financial choices, whether they are planning for
retirement, creating wealth, or navigating unexpected life events.