Broker Check
William Ford, MBA

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 AXA 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 his clients. The firm’s main focus is to turn their clients’ vision of the future into reality. 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 AXA 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 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.

In 2018, Bill and his firm were formally recognized by New Jersey Monthly Magazine as a “Five Star Wealth Manager.” 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.

This Five Star Wealth Manager Award was given on December 1, 2023, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award.