Bill is a founder and the Managing Partner of Upper Valley Wealth Management and also serves as Branch Manager. He has worked with families as a financial advisor for many years and holds the Chartered Financial Analyst "CFA" designation.

Prior to creating Upper Valley Wealth Management, Bill was the Branch Manager, responsible for day-to-day operations of the branch and its advisors, of the Hanover, NH Wells Fargo Advisors location which he joined in 2003.

Before entering wealth management, Bill was an associate at North Castle Partners, a private equity investment firm in Greenwich, CT and worked in investment banking at Adams, Harkness & Hill in Boston, MA.

Bill has 30 years of experience in financial services and is a graduate of Dartmouth College. He presently serves as a member of the investment committee of the Montshire Museum of Science in Norwich, VT. He previously chaired that committee and served as a trustee of the Museum and served on the Upper Valley Regional Advisory Board of the New Hampshire Charitable Foundation.


My Experience 

⦁ 2021 – present : Upper Valley Wealth Management, Managing Partner 
⦁ 2003 - 2021 : Wells Fargo Advisors, Branch Manager, Senior Vice President 
⦁ 1999 - 2003 : North Castle Partners, Associate, Private Equity 
⦁ 1996 - 1999 : Adams, Harkness - Investment Banking Associate 
⦁ 1994 - 1996 : Putnam Investments, Marketing 

My Areas of Focus

⦁ Advisory Services
⦁ IRAs & IRA Strategies 
⦁ Retirement Planning

Casey has over thirty years of wealth management experience. He has been affiliated with the Wells Fargo Advisors Financial Network since 2011.

He began his career at Dean Witter Reynolds where he served as Branch Manager of the Lebanon, NH office, continuing in the role when the company merged with Morgan Stanley in 1997. He is a graduate of Middlebury College.

My Areas of Focus

• Portfolio Strategies
• Retirement Planning

My investment philosophy is based on traditional fundamental analysis and the time-tested portfolio management theories of asset allocation and diversification.

I believe successful investing requires both market insight and a long-term perspective. Recognizing that each client is unique, I create customized plans and portfolios to match each client’s financial goals and risk tolerance.

My goal is to deliver value-added, objective advice that will make a difference in the quality of each client’s financial life.

After graduating from Guilford High School, I attended Dartmouth College and graduated cum laude with a degree in Government.

My graduate education includes an MBA from the Yale University School of Management and a law degree cum laude from Quinnipiac University Law School, where I attended evening classes while working full time. I am admitted to the Connecticut Bar, but am not currently practicing.

I began my career as a financial advisor at Morgan Stanley Dean Witter and was an advisor at UBS Financial Services before joining Wells Fargo Advisors Financial Network in 2012.  I earned the CERTIFIED FINANCIAL PLANNER^TM certification in September 2014 and hold the Series 7, 24, 63 registrations and insurance licenses.

My community activities include volunteering at St Margaret Church and serving on the Planning & Zoning Commission in Madison, CT.

Dana has worked with William Thomas at Wells Fargo Advisors, since 2018 and played a key role in facilitating the move to and founding of Upper Valley Wealth Management.  She is a registered associate and brings over 30 years of customer service experience and management experience to Upper Valley Wealth Management.

Prior to entering the wealth management business, Dana was the store manager at Starbucks in Hanover, NH.  She also owned and operated a restaurant business in Lawrence, KS.  After the sale of the business, Dana began a career in real estate until relocating to the East Coast.