William M. Angelo, CPA

In addition to his work as an investment advisor representative, Billy is a CPA with 20+ years of tax and accounting experience. This added experience gives Billy the ability to take a 360-degree view of a client’s financial picture and offer fully informed, tax-efficient investment strategies.

Billy believes that the best suited investment decisions can only come as a result of an open line of communication about all areas of a client’s financial profile (e.g. long and short term savings goals, risk tolerance, current and projected income, generational wealth, liquidity needs, budgeting, etc.). Billy enjoys talking with his clients and sharing the knowledge that he has acquired throughout his career. He has a knack for simplifying the most complex subjects and empowering his clients to actively engage in all aspects of their finances. 

The high ethical standards and integrity that is so closely associated with the CPA profession forms an important foundation for the client-advisor relationship as well. Billy is relied upon to offer comprehensive financial decisions to his clients and their families, and provides value to his clients in working with an investment advisor representative who has broader financial experience.

Billy graduated from the University of Delaware School of Business and Economics earning a Bachelor of Science in Accounting with a concentration in Finance. He lives in New Providence with his wife and three children.

Billy is solely an investment advisor representative of Private Advisor Group and not affiliated with LPL Financial.