William Zeltner

William Zeltner is a respected wealth planning leader known for his in-depth expertise in assisting high net worth and ultra-high net worth families and clients with a wide range of financial needs.

With a background in estate planning, retirement planning, philanthropy, investments, fiduciary matters, and business succession planning, William has built a reputation for delivering top-notch advice and solutions.

He has a history of successfully leading teams to exceed their objectives, showcasing his skills as a player/coach in the financial industry.

William Zeltner previously served as Vice President at U.S. Trust Company, bringing valuable experience to his current roles.

His educational background includes studying JD in Law at Fordham University School of Law and a BA in History from Hamilton College.

William has held significant positions at Wells Fargo Private Bank, including Senior Vice President and Regional Wealth Planning Manager for New York, Connecticut, and Boston, as well as roles as Senior Wealth Planning Strategist and Senior Fiduciary Advisory Specialist.

Prior to his tenure at Wells Fargo, William was a Partner and Associate at Bertine, Hufnagel, showcasing his diverse experience in the legal and financial sectors.