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William Romero is a Senior Wealth Advisor with over two decades of experience in Wealth Management and the Financial Services Industry. They began their career at JPMorgan, where they spent nearly ten years leading as a Market Director for the Private Client Group, overseeing teams in Southern California and New York, as well as their International Division. William has also held roles as Vice President at AXA Advisors and as a Top Partner at New York Life in 2017. They are currently the Managing Director and Senior Wealth Advisor at Lee, Nolan & Koroghlian, LLC, and have been recognized for their commitment to financial literacy and community involvement. William received a Bachelor's degree in Finance from Baruch College and holds multiple securities registrations and insurance licenses across several states.