William S. Coe
Vice President, Thomaston Savings Bank
Financial Advisor, Osaic Institutions, Inc.
Bill joined Thomaston Savings Bank and Osaic Institutions, Inc. in 1996 as an Osaic Institutions Advisor Representative. He is licensed through FINRA as a general securities representative and investment advisor representative with Series 7 and Series 63 registrations, and Connecticut Life, Health, and Annuity licenses.
As Vice President of Thomaston Financial Services and an Osaic Registered Representative, Bill advises his clients on their investments and assets, including stocks, bonds, mutual funds, managed money, and annuities to include planning for income strategies, retirement planning and college planning.
Bill was previously employed at a regional bank as a registered representative and financial advisor for 7 years, and prior to that, he was employed at New Haven Savings Bank as an investment representative for 2 years.
Bill spent 5 years volunteering as a coach for the Watertown Association Youth Soccer and currently volunteers on the board with the Boys and Girls Club of Waterbury. He has a wife and three daughters living in Watertown, CT and enjoys sailing in the summer and snowboarding in the winter.