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William J. Fleming, CFP®, CTFA has over 13 years of experience in the financial industry. William J. began their career as a Financial Consultant at AXA Advisors, LLC in 2008 and worked there until 2013. William J. then joined Fidelity Investments as a Financial Consultant and obtained their Certified Financial Planner (CFP) certification. In 2019, they moved to People's United Advisors as a Senior Vice President and Senior Relationship Manager. Currently, William is a Vice President and Relationship Manager at Cambridge Trust Company, starting in September 2021.

William J. Fleming, CFP®, CTFA obtained a Bachelor's degree in Mathematics from Binghamton University in 2007. In November 2015, they also acquired the certification of Certified Financial Planner (CFP®) from the CFP Board.