Client Services Manager
William Esslinger is a Client Services Manager primarily responsible for supporting the firm's Financial Advisors and their clients. William's relationship focused mindset offers value for clients as well as Claro Advisors. He is very passionate about cultivating and supporting client financial futures.
William joined Claro Advisors in August of 2024. He has an extensive background spanning eighteen years of financial services industry experience and over twenty years of direct customer service experience. His professional work experience includes relationship management, client service operations, and creating team operational efficiencies.
To date he has attained the following financial securities licenses: FINRA Series 7, FINRA Series 63, Series 65, and his State Insurance Producer's license for New Hampshire.
William graduated from the University of Wisconsin Madison with a bachelor's degree in international relations. He enjoys watching movies, hiking, and playing boardgames with friends. He currently lives in Fremont, New Hampshire with his wife Sarah.