William G. Speciale is a Partner at Daintree Advisors, joining the firm in March of 2012. Bill has been advising high net worth individuals and families for over 30 years. In his role as Senior Client Advisor, Bill provides objective, comprehensive financial planning and investment management to clients.
Prior to joining Daintree, Bill spent six years as a Director of Client Management at Wells Fargo Family Wealth, the family office division of Wells Fargo’s Private Bank (and its predecessor Wachovia). Before Wells Fargo, Bill advised clients at the Financial Planning Group of Babson Capital Management.
Bill earned a B.S. in Finance magna cum laude from Bentley University and went on to obtain his Masters in Taxation at Bentley. Subsequently, Bill earned his Juris Doctorate cum laude from New England Law|Boston. He is a member of the Massachusetts Bar and the U.S. Supreme Court Bar. In 2012, Bill received the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils. He was named a Five Star Wealth Manager as featured in Boston Magazine for 2019, 2020, and 2021.
Bill is a member of several professional organizations, including the Boston Estate Planning Council and the Bentley University Executive Club. He also serves as a board member for several charities and volunteers his time participating in town committees.
Bill lives in Bedford with his wife and their two sons. They enjoy making the most of the wonderful outdoor activities New England offers each season.