It is said that “those who fail to plan, plan to fail.” -Benjamin Franklin This guiding philosophy cements the bedrock of my process to provide my clients and their families with financial balance and a sustainable and comfortable retirement.
William Pretory is a Veteran in the truest sense of the word. With over twenty years of experience in the financial services industry to include tenure as an executive at a fortune 1oo investment company, investment advisor and planner working with families and high net worth individuals as well as being a decorated US Navy Veteran with several overseas deployments. He truly embodies the philosophy of service above self.
Mr. Pretory graduated Magna cum Laude from Columba College with a B.S. in Business Management and a minor in Finance and holds several licenses to include insurance, securities and investment advisory that allow him to provide a holistic approach to financial planning and fee-based wealth management services. With over 13 years of experience of providing life-cycle financial planning and wealth management services to Affinity Federal Credit Union members, Mr. Pretory has the experience, expertise, and knowledge to assist you and your families plan for financial independence.
An avid outdoorsmen and consummate volunteer, William enjoys spending time coaching sports for his two teenage children and spending time in the outdoors with his family at their wilderness cabin in upstate NY.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.