Buslee

William R. Buslee, CLU®, ChFC®, CFP®

william.buslee@tribridgepartners.com
Financial Services Professional
Individual Insurance and Investment Solutions

Bio:

Bill is a Financial Services Professional for TriBridge Partners. He works in the Insurance Practice of the Individual Solutions Division and is responsible for working with both corporate and individual clients of the firm.

Bill has over 30 years’ experience in the industry, he has extensive technical skills that have been used in helping with the design and implementation of sophisticated Insurance and Executive Compensation Strategies for families and organizations.  Prior to joining TriBridge Partners, he worked with the Core Value team at Thompson Financial Group and was the Director of Advanced Sales at Crump Life Insurance Services and held a similar position at ING Life Group.

Attention to detail, good listening skills, and great empathy are symbols of his appreciation by his clients.  Bill strives to build long-term relationships with his growing client base and provide excellent customer service.

Bill is a Past President of the National Capital Chapter of the Society of Financial Service Professionals (SFSP). He previously served as a board member of both the Nassau County and the Southern Tier Chapters of the SFSP. He has been a member of the National Association of Insurance and Financial Advisors (NAIFA) for over 20 years.

In his free time, Bill follows both college football and college hockey, enjoys skiing in the Colorado Rockies, and swims when he can.

Professional Affiliations & Education

  • CERTIFIED FINANCIAL PLANNER™ (CFP) Designation
  • Chartered Life Underwriter (CLU) Designation
  • Chartered Financial Counselor (ChFC) Designation
  • Licensed Life and Health Insurance Agent Designation
  • Master of Science (MS), All But Dissertation (ABD), Inorganic Chemistry, University of Michigan
  • Bachelor of Science (BS), Chemistry, Fort Lewis College
  • Distinguished Toastmaster (DTM), Toastmasters International

William R. Buslee is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Suite 200, Hunt Valley, MD 21031, 410-785-7654. TriBridge Partners, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.