William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston

William Jarry

Principal, Senior Client Strategist

Newton, Massachusetts

Professional Profile

Call Me When

Call Me When... A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

Contact Method

Call cell at 617-285-5002 or email at bill.jarry@bnymellon.com

Profession

  • Wealth Planner
  • Professional Certifications

    MBA, CFP, CEPA, CDFA

    Functional Expertise

  • Cash management
  • Change Management
  • Charitable giving
  • Estate planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Risk management
  • SEC
  • Strategic planning
  • Tax
  • Transaction advisory
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    CEPA - EPI

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    Greater Boston Individual

    Member Since

    Member for 12 Years

    Sponsorship Type

    Summit Sponsor, Full Table

    Chapter Leadership Role

    Why I'm a Member of XPX

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