William Heffron

William Heffron is a Financial Advisor, joining The Chestnut Investment Group in 2008. Bill started his investment career with a regional investment firm in October 1980 and has been advising clients for the past 28 years. Starting with Municipal Bonds and Government securities, his expertise through the years has earned him decades of experience in fixed income securities. Hard work and a good old fashioned, roll up your sleeves attitude propelled Bill to a management position in a relatively short period of time. His attention to detail and making sure that every T was crossed and every I was dotted was instilled by, as he would say “ My mom’s good training and my dad’s attention to discipline. ” He also credit’s his four years in charge of all activities of the ship’s office on an Atomic Submarine for honing his office skills, attention to detail and a teamwork approach to life. In 1985 Bill opened a Broker Dealer with another partner in Greenwich, Ct. A serious accident forced Bill to sell his interest in the partnership in 1988, and he continued in the financial field. As an investment advisor Bill believes that the client/advisor relationship is a team relation ship- to navigate these uncertain, uncharted waters, and bring you safely to your financial destination.
 
Bill is fully licensed in securities Series 7, 52, 63, 53 and 24 securities licenses , holds an insurance license and is licensed as a Municipal Securities Principal and General Securities Principal. Bill loves the investment business and takes great pride in helping his clients obtain their investment objectives.