William D. Haddad, CPA®, MBAFinancial Advisor
William (Bill) Haddad is a Certified Public Accountant (CPA) and wealth advisor with more than 30 years financial services industry experience. For the past 20 years he has specialized in providing financial and investment advice, and pension and retirement plan consulting services to individuals, business owners and corporations. He applies his experience and education as a CPA to providing retirement plan clients with a deeper understanding of today’s complex regulatory environment and insight into DOL audit requirements. Bill believes that a comprehensive fiduciary assessment can prove invaluable in proactively identifying risks, recommending corrective actions with the goal to save businesses significant time and money.
He is a strong advocate of education, both for himself and his clients, and attends multiple continuing education seminars and workshops to bring his clients insight on industry trends, new strategies and regulatory developments. He is a member of the Massachusetts Society of CPAs. He earned his Bachelor of Science in Business Administration with a major in Accounting and a Masters of Business Administration (MBA) from Northeastern University.
Bill has been named to the LPL Financial Director’s Club for six consecutive years, from 2009 – 2014. He was named to the LPL Financial Patriot’s Club in 2008. This distinction is based on a ranking of all registered advisors supported by LPL Financial, based on total revenue, and is awarded to less than ten percent of the firm’s approximately 14,000 advisors nationwide. He holds the Series 7 and 63 securities registrations with LPL Financial. He also holds a Series 65 securities registration with LPL Financial and a State of New Hampshire Life, Accident & Health Insurance license.
He was recognized as a select Five Star Wealth Manager* as mentioned in New Hampshire Magazine, 2013, 2014 and 2016.
He remains active in the community, serving on multiple not-for-profit boards, including Billerica Access Television, Life Links and On the Move, Inc. Bill served in the Army National Guard for six years.
Bill and his wife Jan live in Billerica, MA where they raised their four children. He enjoys history, reading, golf and time spent with his favorite dancing partner, Jan.
*Five Star Wealth Manager is an award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014 and 2016 Five Star Wealth Managers.