William Lunney, Jr., CLU®

William Lunney, Jr., CLU®

Founding Partner

As a professional with Equitable Advisors and an active member of the Clarence, NY community, I am dedicated to helping individuals and businesses build their financial future.

 

To stay on top of my field and develop my professional skills over my 30 year career, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams to become a Qualified Plan Specialist, Chartered Life Underwriter (CLU), Advanced Underwriter/Branch Training, National Association of Insurance and Financial Service Advisors, Series 6, Series 7, Series 63 and Series 65.

 

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, as a Registered Representative of Equitable Advisors, and insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.

 

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include Clarence First Presbyterian Church, Presbytery of WNY Finance Committee, Member of Rotary International, Member/Board of Trustees of Goodwill Industries of WNY, Board Member of the 100 Club of Buffalo and a member of Million Dollar Roundtable.

 

My wife Stephanie and I live in Clarence, NY. We have two daughters and two grandsons.

 

Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment. 

California Insurance License #: OC15714

 

California Insurance License #: OC15714


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Trinity Wealth Advisors is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 716 626-2504
Fax 716 631-4764
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