William Mahoney, CFP®

William Mahoney, CFP®

Vice President & Financial Consultant
Services Offered: Financial Consulting
 
Location: Franklin, MA
Phone: 781.982.7652
Email: Bill
Connect on: LinkedIn

William Mahoney is a Vice President and Financial Consultant and has been with Rockland Trust since 2016. Bill is responsible for evaluating client needs and goals to develop customized, long-term solutions to help build and protect their wealth.

Bill has worked in the financial services industry since 1997. Prior to joining Rockland Trust, he held positions as wealth management advisor, trust officer, business development, and financial advisory with TIAA’s Individual Advisory Service and American Express. Bill received a BA from the University of Notre Dame and Masters from Harvard University. Bill is a CERTIFIED FINANCIAL PLANNER™ professional. He holds Massachusetts and Rhode Island Life and Health Insurance licenses, as well as FINRA Series 7, 63, and 65 registrations with LPL Financial. 

Bill is a Past President of the Rotary Club of Attleboro and former board member of Beta Community Partnerships in Attleboro and Taunton. He resides in Middletown, Rhode Island with his wife Annie, daughters Caroline and Maggie and step-sons Trent and Troy.