William is a financial analyst who joined our firm in early 2023. He works closely with Mike Salmon to support commercial real estate (CRE) brokers, handling a wide range of account functions including new account setups, transfers, and ongoing maintenance. He also partners with the tax department to deliver critical tax projections tailored to CRE brokers. William is an Enrolled Agent (EA) and is currently preparing for the Certified Financial Planner (CFP) exam. He is a proud alumnus of Florida State University, where he graduated with honors in 2021 with a Bachelor of Science in Finance.

 Direct Contact Information

Phone: 407-869-6228 ext. 125
Email: william@moisandfitzgerald.com