William Romero

About William Romero

William Romero has been a leader in Wealth Management and the Financial Services Industry for 2 decades. He began his career at JPMorgan and for almost a decade lead as a Market Director for their Private Client Group. Leading large teams of financial professionals in both Southern California and New York, William also had oversight of their International Division. In addition, he was Vice President for AXA Advisors and a Top Partner at New York Life (2017). William led the start and growth to $1 Billion as an SVP of an Ameriprise office. William puts people first and is passionate about helping resolve problems. His experience and track record of success led him to a Senior Vice President/Partnership role at Iron Birch Advisors a platinum Financial Advisory firm of Ameriprise Financial before joining Lee, Nolan & Koroghlian, LLC in 2023. His inspiration comes from giving back to the community and helping educate families that traditionally do not have access to financial literacy. Wiliam is passionate about helping people achieve their goals and is committed to being an advocate and trusted resource for each client.

Outside of his career in wealth management, William is also the 2-time President for the National Association of Hispanic Real Estate Professionals Queens NY, the largest Latino Trade Organization in the world. He is also an active speaker for ALPFA NY, the former President of PorColombia New York and a Board Member of Mindot, an educational non-profit. He's also a proud supporting sponsor of the FDNY Hispanic Society.

William received his BBA in Finance at Baruch College in New York City and holds his Series 7, 63, 52, 53 and 24 securities registrations. He is life, accident, and health insurance licensed in NY, NJ, NC, GA and FL.

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