Bill Horan and his team are dedicated to delivering world-class service and experiences to their clients. Bill believes that creating the best plan starts with vision and clarity of goals and a shared commitment to implementing the proper strategies. This goes beyond the numbers by knowing our clients financial goals, and core values.
Before joining Fortis Lux as a Team Leader and Long-Term Care Specialist, he spent time working alongside of some top financial planners in wealth management. There he learned unique financial planning strategies used by high net worth families and businesses.
Bill entered the financial service industry as a Long-Term Care Insurance Specialist in 1997 with John Hancock Financial Services. As a specialist, he was ranked in the top 5% of LTC Producers nationally and was asked to speak at several training events. Later on, he was promoted to management, led many teams and eventually managed firms that held over 100 advisors.
In his personal time, he has been a Director of local Lions Club and the Northeast Association for the Blind (NABA). Bill resides in Rockville Centre, NY with his wife Jillian and three kids. As a family they enjoy traveling, skiing, golfing and relaxing at the beach.