Bill Eustis is an Executive Vice President and Managing Consultant with Cannon. He has an accomplished career in senior management within the global wealth management industry. He has delivered personal and institutional investment guidance and expertise along with advisory and strategic planning to clients, financial advisors, and business partners across multiple enterprises.
Bill specializes in working with Cannon’s largest national wealth management firms. He engages with clients in areas of maximizing revenue growth, partnering with key internal stakeholders, client relationship management, and leveraging investment-related tools across platforms to enhance revenue and value on behalf of clients and advisors. Through his council, clients have experienced success in areas of financial advisor training, private banking, fiduciary and trust services, risk management, and retirement services.