He began his career at JPMorgan and for almost a decade lead as a Market Director for
their Private Client Group. Leading large teams of financial professionals in both Southern California
and New York, William also had oversight of their International Division. In addition, he was Vice
President for AXA Advisors and a Top Partner at New York Life (2017). His experience and track record of success
led him to a Senior Vice President/Partnership role at Iron
Birch Advisors a platinum Financial Advisory firm of Ameriprise Financial before joining Lee, Nolan &
Koroghlian, LLC in 2023. His inspiration comes from giving back to the community and helping educate
families that traditionally do not have access to financial literacy. Wiliam is passionate about helping
people achieve their goals and is committed to being an advocate and trusted resource for each
client. Outside of his career in wealth management, William is also the 2-time President for the National
Association of Hispanic Real Estate Professionals Queens NY, the largest Latino Trade Organization in the
world. He is also an active speaker for ALPFA NY, the former President of PorColombia New York and a
Board Member of Mindot, an educational non-profit. He’s also a proud supporting sponsor of the FDNY
Hispanic Society. William received his BBA in Finance at Baruch College in New York City and holds his Series 7, 63, 52, 53
and 24 securities registrations. He is life, accident, and health insurance licensed in NY, NJ, NC, GA and
FL and securities in NY, AZ, FL, PA and TX. He is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Address 250 Pehle Ave, Suite 405, Saddle Brook NJ 07663, 973-237-0100
