William Herbert - Email & Phone Number

Financial Representative at The Bulfinch Group

William Herbert is based out of Boston, Massachusetts, United States and works at The Bulfinch Group as Financial Representative.

William Herbert's Contact Information

William Herbert's Work email

w*****@bulfin***.com

Valid

Latest update

October 29, 2025

Location

Boston, Massachusetts, United States

William's current employer

The Bulfinch Group

Description

We are committed to providing a redefined approach to wealth management. Our comprehensive, holistic approach has assisted generations of...

Website

bulfinchgroup.com

HQ Location

Needham, MA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about The Bulfinch Group

Frequent questions about William Herbert

What company is William Herbert working for?

William Herbert works for The Bulfinch Group.

What is William Herbert's function at The Bulfinch Group?

William Herbert is Financial Representative at The Bulfinch Group.

Where is William Herbert based?

William Herbert is based out of Boston, Massachusetts, United States.

What is William Herbert's work email address?

William Herbert's professional email address is w*****@bulfin***.com

Who are William Herbert's co-workers?

William Herbert's colleagues are Kevin Schneider, Thomas Harmon, Leigh McCloskey, Erik Johnson, Nathalia Fernandes, Douglas Reiss, Christine Syner, Justin Plourde, Gracio Garcia, John Akoury, Peter Klay, Fawn Sherman, Jessica Barry, Yan Katz, Jonathan Barnett, Bob Furlong, Andrew Altenbach, Amy Lampert, Jenny Hallstroem, Peter Leddy, Jack Reeder, Julie Doucette, Jordan Ellerbe, Emma Leader, Sangita Rousseau, Catherine Kennedy, Dick Howell, Jim Bricker, Dylan Grocer, Barry Zimmerman, Michael Shtifter, Richard Belofsky, Yoon-Hi King, Samuel Bohmiller, Connor Gallivan.

William's co-workers

Kevin Schneider

Partner/Executive Vice President

Thomas Harmon

Partner / Senior Vice President

Leigh McCloskey

Director of Client Relations/Financial Advisor

Erik Johnson

Managing Director

Nathalia Fernandes

Director Of Client Relations

Douglas Reiss

Recruiting Director

Christine Syner

Assistant Director of New Business / New Business Case Manager

Justin Plourde

Director of Investment Operations

Gracio Garcia

Director of Investments, AIF

Director Of Operations

Jessica Barry

Executive Assistant

Yan Katz

Financial Representative

Jonathan Barnett

Wealth Management Advisor

Bob Furlong

Financial Advisor, Park Avenue Securities

Financial Advisor/Investment Operations Manager

Peter Leddy

Financial Representative

Jack Reeder

Financial Advisor, Park Avenue Securities

Helping individuals, families and business owners achieve financial balance and independence

Financial Representative/Financial Advisor, Park Avenue Securities

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