William Romero - Managing Director - Senior Wealth Advisor

William Romero - Managing Director - Senior Wealth Advisor

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William Romero has been a leader in Wealth Management and the Financial Services Industry for 2
decades.

05/07/2025

What trends shaped the market the week of 5/2? Check out our weekly market perspective to catch the highlights.

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04/11/2025

Check out this Wealth Transfer Roadmap to get step-by-step guidance on how to smoothly and effectively preserve your legacy and pass on wealth to loved ones.

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45 Broadway, 19th Floor
New York, NY
10006

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 9am - 3pm