William McGuinnWilliam McGuinnExecutive DirectorWealth Advisor
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
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowYour guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowWhen is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read NowWhat is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowIs it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read NowUS inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now