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Monday 8am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Billy San Roman

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Melville, NY
Billy San Roman

Billy is a Certified Financial Planner Professional affiliated with Northwestern Mutual.

07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6189BEprUd

07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6185BEpMmc

07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6184BDmm7C

07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6187B6tsTV

06/30/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6187BDa6MT

06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6182B890hk

06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6187BDwjgX

06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6189BDGh9L

06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6182BDGk6m

06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6187B86NJN

Address

400 Broadhollow Road
Melville, NY
11747

Opening Hours

Monday	8am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://williamsanroman.nm.com/

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