William D'Angelo

William D'Angelo, LUTCF, is a Co-Founder and Managing Partner at Integrated Planning Group, and a Registered Representative and Investment Adviser Representative of Equity Services, Inc., providing investment advisory services. Additionally, William serves on the Foundation Board of Directors for Richmond University Medical Center and works as a Financial Representative for National Life Group. Prior experience includes roles as a Financial Advisor and Investment Advisor Representative at Bridge Financial Group, and as a Senior Investment Operations Specialist at Prudential Financial, where responsibilities included managing substantial client activity and financial reporting. William's early career involved a Statistics Intern position at Computershare and working as a Floor Broker's assistant at a Member Firm of NYSE. William holds a B.A. in Economics and History from Rutgers University.