William Wise

William Wise has over 16 years of work experience in the financial industry. William currently serves as the Director at Fenimore Asset Management since September 2022. Prior to that, they held the position of Vice President at Tandem Wealth Advisors from September 2020 to August 2021. William also worked at Beaumont Capital Management, where they held various roles including National Accounts Manager, National Retirement Consultant, Sr. Retirement Consultant, and Sales Consultant Northeast from 2015 to 2020. Before joining Beaumont, they worked as a Rollover Specialist at John Hancock Investments from 2010 to 2015. Earlier in their career, William worked at John Hancock Financial Services as a Wood Logan Sales Support and Annuity Specialist from 2006 to 2010.

William Wise's education history includes attending Trinity College-Hartford, Suffield Academy, and Cathedral High School - Springfield, MA. However, no specific degree or field of study is mentioned for any of these educational institutions. In addition to their education, William has obtained several certifications including the Accredited Investment Fiduciary® (AIF®) from Fi360 in April 2018, the Series 65 certification in June 2015, the Chartered Retirement Planning Counselor CRPC® from the College for Financial Planning in February 2013, and the 401(K) Training & Certification Program from the University of Maine in February 2012.