Bill Heron joined Claro Advisors with more than 24 years of experience in financial planning and investment management. He has held advisory roles at Morgan Stanley, UBS, and Ameriprise, where he developed a deep understanding of portfolio construction, risk management, and personal goal setting.

Bill takes a personalized approach to advising, recognizing that each client’s goals, circumstances, and values are unique. He is committed to providing clear, thoughtful guidance to help clients navigate changing markets and make confident, informed decisions about their financial future.

Before beginning his investment advisory career, Bill held senior financial management positions in both private and publicly traded companies, bringing a practical perspective to his work with individuals, families, and business owners.

Bill holds the CERTIFIED FINANCIAL PLANNER™ designation and earned his B.S. in Accounting from Towson University. He and his wife, Susan, live in Marion, Massachusetts and Vero Beach, Florida, and are proud parents of a grown daughter.