About William

William McGuinn is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

Bill excels in assisting the team's institutional and high-net-worth clients by defining clear investment objectives and implementing them in a tailored manner. He emphasizes collaborative work with clients' tax and professional advisors and trust attorneys to more deeply understand each individual's situation and build and implement a cohesive wealth plan.

With experience in the financial industry that spans nearly two decades, Bill began as a financial advisor at Wachovia Securities, where he proved to be an asset through his blend of professional investment advice and customized service. In 2009, he was recruited to join RBC Wealth Management and spent fourteen years with the firm. He holds FINRA Series 3, 7, 31 and 66 exams and the New York State life and health insurance licenses.

Bill graduated from Muhlenberg College in 2002 with a B.S. in Business. He and his wife reside in New Jersey with their young family. In his free time, Bill enjoys playing golf, fishing, traveling and is a sports enthusiast.

Insights

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
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