wiseradvisor

Bill Coke
The William R. Coke Group

Tel: 617-654-2458
50 Rowes Wharf, 4th Floor
Boston, MA 02110
The William R. Coke Group | Financial Advisor in Boston ,MA

About The William R. Coke Group

Mission

With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.


General Information

Gender:   Male
I work with the following types of clients:   Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
Advisory Services Provided:   Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Services

Investment Types:   Bonds, Stocks, Mutual Funds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At your office, At my office, Via Phone, Video Conference, Via Email


Compliance

Registered Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based


Bill Coke

Bill Coke

Bill Coke is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. With over 30 years of financial services and industry experience, Bill focuses on asset allocation, portfolio management and planning for his clients, who include high-net-worth individuals, corporate executives, foundations, endowments and institutions. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, commodities and alternatives. Bill also has significant experience in serving middle-market pension plans, money managers, hedge funds and private equity firms, as well as assisting select corporate executives with executing public company control and restricted stock transactions, allowing them to monetize their illiquid holdings. Bill enjoys the challenges inherent in volatile markets and endeavors to translate this passion to the benefit of his clients, backed by a solid organization with leading research and thought leadership, including J.P. Morgan's vast array of institutional money management services. These internal and third-party managers are subject to extensive evaluations, interviews and in-depth questionnaires in order to provide Bill and his team with the tools they need to help his clients meet their financial needs.

Prior to joining J.P. Morgan in 1991, Bill worked at Shearson Lehman/American Express and General Reinsurance, where he was responsible for evaluating and underwriting commercial property and casualty risks of Fortune 500 companies.

A New England native, Bill grew up in the town of Harvard, Massachusetts, graduating from the University of MassachusettsAmherst with a B.A. in Business and Finance. As an active alumnus, Bill is a Founding Board Governor of the UMass Club in Boston. Being a strong proponent of education in his community, Bill has also served on the Parents Council of the Brooks School in North Andover, and has served two terms on the Board of Trustees at Lawrence Academy in Groton. In his free time, Bill enjoys skiing, running, sailing and spending time with his wife and their two sons at their home in Topsfield, Massachusetts.

My Team

Bianca Rodrigues Bianca Rodrigues

As a member of The Coke Group, she supports the team in providing investment services to a variety of clients, including high-net-worth individuals and their families, corporate executives, foundations, endowments and institutions. Bianca is focused on providing a superior client service experience for her clients, and is responsible for preparing financial reports, addressing client inquiries, executing trades and monitoring transactions. She is committed to ensuring that her clients and team h ...more