NAPFA Spring 2023 National Conference Speaker

Bill Cote is the Vice President of Account Services at Shareholders Service Group (SSG). He has nearly 30 years of industry experience. He has been with SSG since 2006 managing the new accounts, account transfers, and account maintenance departments. During this time, Cote has assisted many advisors with beneficiary designations from a custodial standpoint on both retail and retirement accounts. Prior to SSG, he was at LPL Financial for seven years and managed the advisory services department, which in turn created the service center department for the company. He also worked for Jack White and Company as an operations/trading manager for the Midwest sector for six years.