William J. Fleming, CFP®, CTFA has over 13 years of experience in the financial industry. William J. began their career as a Financial Consultant at AXA Advisors, LLC in 2008 and worked there until 2013. William J. then joined Fidelity Investments as a Financial Consultant and obtained their Certified Financial Planner (CFP) certification. In 2019, they moved to People's United Advisors as a Senior Vice President and Senior Relationship Manager. Currently, William is a Vice President and Relationship Manager at Cambridge Trust Company, starting in September 2021.
William J. Fleming, CFP®, CTFA obtained a Bachelor's degree in Mathematics from Binghamton University in 2007. In November 2015, they also acquired the certification of Certified Financial Planner (CFP®) from the CFP Board.
September, 2021 - present
Vice President Relationship Manager at Mission Square Retirement
Vice President Relationship Manager at City Holding Co
Vice President Relationship Manager at Meadows Bank
Vice President Relationship Manager at Nevada State Bank
Vice President Relationship Manager at California Bank of Commerce