Senior Financial Analyst
Will is a Senior Financial Analyst at AJ Wealth, providing a high level of service to clients and assisting with their day to day financial planning needs. He focuses on analyzing individual client needs and delivering accurate information in a timely manner. Will is a licensed insurance producer in the State of New Jersey and also helps the firm manage the insurance process, including presentations, applications, medicals, and general insurance structuring and maintenance. Prior to joining the firm, Will attended the University of Scranton where he studied management, economics, and finance. He graduated from the University of Scranton in 2015 with a degree in Business Management. Will currently holds the FINRA Series 65 securities registration.