Bill has over 20 years of financial industry experience and currently serves high-net worth individuals, families, non-profit organizations, and others seeking wealth management and portfolio management expertise.
Who I Help
- Doctors, lawyers, executives, and business owners
- Individuals near or in retirement
- Individuals experiencing a major life event
- Trusts and charity non-profit organizations
CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®
University of Delaware, B.S., Business Administration
Read more about Bill
Business Insider: Guide for Beneficiaries and Estate Executors Helps Bereaved Family Members and Loved Ones Navigate New Roles
Modera's Bill Houck discusses the collaboration involved in creating a Guide for Beneficiaries and Estate Executors.