William C. Ford, MBA
Financial Consultant
Background, Focus Areas and Recognition:
William Ford graduated from the University of Scranton in 1990 with honors and earned a
B.A. in Economics and Finance and a minor in History. In 1996, he went on to earn an MBA in
Investment Finance from Fairleigh Dickinson University and graduated Magna Cum Laude.
Prior to graduating from the University of Scranton, Bill gained valuable experience when he
interned for two summers for Citigroup on Wall Street. Bill has worked in the financial
services and investment industry since 1990. Upon graduating from the University of
Scranton, Bill began his professional career with Prudential Investments in their institutional
pension and investment division.
In 1997, Bill joined Equitable Advisors as a Financial Consultant in order to build his own
investment firm. In 2009, Bill co-founded The Falcon Financial Group with his partners to
create a firm that focuses on serving the full needs and goals of all his clients. The firm’s
main focus is to turn their clients’ vision of the future into reality. Bill specializes in wealth
management and comprehensive financial and retirement planning. Bill’s primary objective is
to help his clients accomplish and fulfill their life-long dreams and goals. During his career at
Equitable Advisors and The Falcon Financial Group, Bill has received numerous awards and
has been recognized by Equitable every year for his accomplishments. Bill was inducted into
the Equitable Advisors Hall of Fame in 2008 because of his achievements at the firm. Bill has
also been recognized by The Million Dollar Round Table (MDRT) as a qualifying member.
Further, Bill has been recognized by New Jersey Monthly Magazine as a “Five Star Wealth
Manager” every year since 2018. Bill attended and completed the Institute at Harvard
University in Cambridge, Massachusetts. The Institute, which emphasized advanced asset
allocation strategies, investor behavior and wealth management, was under the direction of
Harvard Professor Dr. Harold Langlois.
Personal:
Bill currently resides in Basking Ridge, NJ with his wife Sharon, his daughter Meghan, and his
son Liam. Bill’s interests include coaching youth sports, traveling with his family, cheering for
Notre Dame football, and watching his kids grow. He is an active member of the Adventure
Guides program through the YMCA which promotes building a lasting strong bond with his
children. Giving back to the community is very important to Bill, and his charitable interests
include local organizations, such as Heartworks, as well as other well-known organizations
such as the Make a Wish Foundation.
My Professional Qualifications:
• Masters of Business Administration, (MBA)
• FINRA Securities Registrations: Series 6, 7, 63 and 65
• Licenses: Life & Health insurance in various states
Mobile: (973) 879-8306