William Ford, MBA

William Ford, MBA

Senior Partner

William Ford graduated from the University of Scranton in 1990 with honors, and earned a B.A. in Economics and Finance and a minor in History. In 1996, he went on to earn an MBA in Investment Finance from Fairleigh Dickinson University and graduated Magna Cum Laude. Prior to graduating from the University of Scranton, Bill gained valuable experience when he interned for two summers for Citigroup on Wall Street.

Bill has worked in the financial services and investment industry since 1990. Upon graduating from the University of Scranton, Bill began his professional career with Prudential Investments in their institutional pension and investment division. In 1997, Bill joined Equitable Advisors as a Financial Consultant in order to build his own investment firm. In 2009, Bill co-founded The Falcon Financial Group with his partners to create a firm that focuses on serving the full needs and goals of all of his clients. Bill specializes in wealth management and comprehensive financial and retirement planning. Bill's primary objective is to help his clients accomplish and fulfill their life-long dreams and goals.

During his career at Equitable Advisors and The Falcon Financial Group, Bill has received numerous awards and has been recognized by Equitable every year for his accomplishments. Bill was inducted into the Equitable Advisors Hall of Fame in 2008 because of his achievements at the firm. Bill has also been recognized by The Million Dollar Round Table (MDRT) as a qualifying member. Bill attended and completed the Equitable Institute at Harvard University in Cambridge, Massachusetts. The Institute, which emphasized advanced asset allocation strategies, investor behavior and wealth management, was under the direction of Harvard Professor Dr. Harold Langlois.

Bill currently resides in Basking Ridge, NJ with his wife Sharon, his daughter Meghan and his son Liam. Bill's interests include coaching youth sports, traveling with his family, cheering for Notre Dame football and watching his kids grow. He is an active member of the Adventure Guides program through the YMCA which promotes building a lasting strong bond with his children. Giving back to the community is very important to Bill, and his charitable interests include local organizations, such as Heartworks, as well as other well- known organizations such as Make a Wish Foundation.

Licenses: Life Insurance in various states.
FINRA Securities registration: Series 6, 7, 63, 65

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Falcon Financial Group, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 973-401-2367
Fax 973-401-2507
Mobile Phone 973-879-8306