William Esslinger

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.

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Toll Free # (800) 604-2838

Fax # (800) 508-1983

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. 

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