Bill Jarry

Working primarily with high-net-worth individuals, families and institutions, Bill has the knowledge, connections, and compassion to address the array of financial complexities his clients face to help achieve their goals. He has also guided entrepreneurs and senior executives through all stages of business transition — private and public.

Bill has always believed education is important, holding an MBA in Finance and Strategy from the Boston College Carroll School of Management and a B.A. from the College of the Holy Cross.

He has earned several certifications, including CERTIFIED FINANCIAL PLANNER (CFP^®) professional, Certified Divorce Financial Advisor (CDFA^®) and Certified Exit Planning Advisor (CEPA^®). These advanced credentials enable him to provide comprehensive and holistic strategies for his clients' financial needs.

Additionally, Bill is FINRA-registered and holds his Series 7, Series 66, life, health and accident insurance licenses and variable annuities securities registrations.

On a personal note, Bill has been drumming for more than 30 years. As the founder and lead percussionist for several local bands, music gives him a creative outlet and the opportunity to perform at numerous charity events across New England. He and his wife, Amy, live in Newton, Massachusetts with their two daughters.

 

The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). View full disclosure

Certificates

CFP^®, CEPA^®, CDFA^®

Awards

• Barron’s Top 250 Private Wealth