William J Connington III
Sarasota,FL
Summary
Experienced Wealth Advisor skilled in financial planning, investment portfolio management, and tax-efficient strategies. A proven leader with a track record of enhancing municipal financial efficiency as a Councilman and demonstrating leadership in military service. Expertise in cash flow management, insurance planning, and wealth preservation. Also, friendly, positive and looking to give back to my community.
Overview
42
42
years of professional experience
Work History
Wealth Advisor
Connington Wealth Management Group LLC
Sarasota, FL
09.1992 - Current
- Developed detailed financial plans for clients that included cash flow analysis, asset allocation, retirement planning, estate planning, insurance review, tax planning and budgeting.
- Conducted portfolio reviews with clients on a regular basis to ensure investments remain consistent with their objectives.
- Reviewed and analyzed client financial goals, resources, and risk tolerance levels to develop appropriate investment strategies.
Councilman
Fairfield, NJ
Fairfield, NJ
01.2008 - 12.2010
- Served as Council Liaison for both the Planning Board and Environmental Committee.
- Served as Council Liaison for Finance Department, overseeing bill approval and identifying cost-saving measures to enhance Township's efficiencies.
- Contributed significantly to establishing a partnership with a Bond company, leading to the successful overhaul of the township's debt structure and delivering considerable interest savings for the community (reducing rates from 6% to 2%).
- Served as Planning Board Member from 2006-2008
Sargent
US Army
Dover, NJ
02.1987 - 09.1988
- Demonstrated strong teamwork skills while providing valuable support and guidance.
- Exhibited willingness to lend a hand and maintain a welcoming demeanor at all times
- Operated tanks with precision and skill
Sargent
US Air Force Base
Multiple Locations
09.1982 - 09.1987
- Effectively supervised and led a group of 50 student airmen during my tenure as their supervisor at Tech School, Sheppard AFB.
- Communications Airman for 1st Combat Communications Group based in Wiesbaden, Germany. Successfully completed multiple tours spanning Europe, the Middle East, and Africa. Demonstrated expertise in managing Crypto messaging and assuming leadership responsibilities during deployments.
- Served in 3rd Combat Comm at Tinker AFB, followed by a role as an Air Force Loadmaster at Willow Grove AFB.
Education
Bachelor of Science - Finance
Seton Hall University
South Orange, NJ05-1992
Skills
- Cash Flow Management
- Retirement planning
- Sales proficiency
- Portfolio Management
- Tax planning
- Profitability Optimization
Affiliations
- Have been a youth coach in Softball, Baseball, Basketball and soccer for many years and still in contact with many of the young men and woman I coached and enjoying watching their growth and success. I enjoy Golf, Boating, Sports, Live Music, Plays and Comedies
Timeline
Councilman
Fairfield, NJ
01.2008 - 12.2010
Wealth Advisor
Connington Wealth Management Group LLC
09.1992 - Current
Sargent
US Army
02.1987 - 09.1988
Sargent
US Air Force Base
09.1982 - 09.1987
Bachelor of Science - Finance
Seton Hall University
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