“I enjoy working with clients to help them protect and grow their wealth. I get great satisfaction by providing solutions that enable clients and their families to meet their financial goals and objectives.”
- Locations
- Dublin
- Phone number
- 01 260 0080
Willie joined Investec Wealth & Investment (subsequently acquired by RBC Brewin Dolphin) in 2015, following 30 years working in retail banking in the West of Ireland.
Willie is responsible for the provision of high-quality portfolio management, financial planning and advisory services to high-net-worth individuals, pension funds, corporates, charities, and company directors, across the Connacht region.
Willie holds a Diploma in Wealth Management and is a member of The Institute of Bankers.
When Willie has time to relax outside of managing our clients’ wealth, he has a passion for all things GAA related.