William C. Meltzer, AVP

I have a 30 year financial services background preforming various tasks. I have held roles in institutional block trading, risk management, financial advisory, retail banking and now supervisory position. I spent a total of 21 years at Smith Barney and Lehman Brothers. More recently 7 years at JPMorgan and the last 2 years as an advisor at LPL Financial and currently support advisor offices associated with the INC Advisors* organization. I hold the following Licenses: Series 7, 63, 66 and 24 with LPL Financial, along with insurance licenses.

I gained a great deal of satisfaction in my career as a financial advisor. It was extremely rewarding to be able to help people – and it some cases dramatically change – their lives for the better.

I am passionate about of my sons’ successes regarding their careers and becoming productive contributors to society. More importantly watching my sons become considerate and generous young men.

Nothing inspires me more than seeing someone who has had serious obstacles put in their way whether it be social economic issues, physical or mental issues and succeeded in accomplishing their goals.

Favorite quote: “A goal without a plan is just a wish”
Favorite food: Spaghetti and meatballs
Favorite film: Cool Hand Luke
Team: New York Giants

*INC Advisors is a marketing name for a supervisory branch of LPL Financial that supports assigned independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through INC Advisors, Denika Tokunaga has access to additional resources, such as administrative support and investment research. Maven Wealth Management is a separate entity from LPL financial and INC Advisors.