Bill Harris

@wharris

Bill Harris is a highly experienced financial planning and investment professional with more than 40 years of guiding individuals and families through life’s most complex financial decisions. Known for his clear, no-nonsense approach, Bill helps clients move forward with confidence—whether navigating widowhood, optimizing retirement income, or preparing for the successful sale of a business. He is a CERTIFIED FINANCIAL PLANNER® practitioner, Retirement Management Advisor® (RMA®), Certified Exit Planning Advisor® (CEPA®), and an Ed Slott Elite IRA Advisor—bringing deep expertise in tax-efficient retirement and exit planning strategies. Bill is also a past President of the Financial Planning Association (FPA of Massachusetts) and holds an MBA from Suffolk University. Outside the office, Bill is an avid fisherman who spends time chasing fish in the waters of Duxbury and Plymouth Bay. He lives in Plymouth with his wife, Paula.