Bill Hart brings a background in institutional sales to his role as financial advisor with Private Advisor Group. Bill’s institutional experience offers his clients a valuable perspective on the process of managing their wealth. His philosophy is based on a belief in predictability as a result of a systematic and clearly defined investment process. To eliminate any surprises for his clients, he emphasizes consistent follow-up and periodic review.
Bill graduated from Montclair State University and began his career in the financial services industry with Merrill Lynch. He spent 24 years with AG Edwards & Sons, achieving both President’s and Chairman’s Council recognition levels. Bill’s experience includes working with banks, insurance companies, corporations, institutional money managers and individuals.
Bill now resides in Southern Pines, North Carolina. He recently relocated from New Providence, New Jersey, with his wife, Katie where they raised three beautiful daughters.
Bill coached youth sports and spent over a decade involved in the YMCA’s Daddy Daughter Program. Bill also volunteered with the Morris County Interfaith homeless program, which provides short-term shelter and support to women with families who need a helping hand in difficult times and was an usher at Corpus Christi parish in Chatham, NJ.