Billy Gibbs is an advisor to business owners, corporate executives, and their families. He has a passion for providing high-end, wealth planning and investment advice to bring as much value as possible to clients, especially as it pertains to the sale of a privately held business, transferring ownership and wealth to the next generation, and navigating retirement or an owner’s/executive’s Second Act.
In conjunction with all of the resources of BNY Mellon, Billy provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational wealth planning, corporate executive compensation and retirement planning, and the sale of privately held businesses.
Above all, Billy strives to create value and provide financial piece of mind for clients and their families.