Bill Fleming, CFP®
185 Asylum Street
+1 (860) 241 7044
William R. Fleming is a Managing Director in the Personal Financial Services division of PricewaterhouseCoopers LLP in the Hartford and Boston offices. Bill has been providing financial planning advice since 1979, first as a principal of Ayco Corporation (previously a division of American Express). He joined PricewaterhouseCoopers LLP in 1987.
His financial planning clients include prominent or retired executives at Fortune 500 companies as well as start-up (pre-IPO) companies. In addition, Bill provides succession planning to the owners of smaller businesses as well as sophisticated plans for wealthy individuals.
Bill is an attorney licensed in both Massachusetts and Pennsylvania. He was previously licensed to sell life insurance and all types of investments (including real estate tax shelters, annuities, mutual funds, as well as stocks and bonds). He is a member of numerous professional organizations relating to estate and financial planning and has Certified Financial Planner and Accredited Estate Planner designations. Bill has been both an instructor for professional education programs and is a seminar leader for company wide financial, retirement planning, and stock option strategy seminars as well as individual financial planning for corporate executives. He has co-authored several PricewaterhouseCoopers publications dealing with life insurance and estate planning.