Liebert Wealth Management
Bill Breault is an experienced finance professional currently serving as a Service Advisor at Liebert Wealth Management since August 2025. In this role, Bill delivers exceptional client experiences by maintaining accurate financial plans and managing CRM records and communications. Previously, Bill worked at Commonwealth Financial Network from May 2014 to August 2025 in various capacities, including Portfolio Trade Analyst, Investment Consulting Services, and Due Diligence Analyst. Bill's responsibilities involved client account management, order production, compliance oversight, and providing comprehensive investment solutions to advisors. Bill holds a Bachelor of Business Administration in Corporate Finance from the University of Massachusetts - Lowell and a Certified Financial Planner Certificate from Boston University.
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