William Thomas III

William Thomas III serves as Managing Partner at Sullivan & Associates in Hanover, NH. Bill is a founder and the Managing Partner of Upper Valley Wealth Management.

He has worked with families as a financial advisor for many years and holds the Chartered Financial Analyst ("CFA") designation. Prior to creating Upper Valley Wealth Management, Bill was the Branch Manager, responsible for day-to-day operations of the branch and its advisors, of the Hanover, NH Wells Fargo Advisors location which he joined in 2003.

Before entering wealth management, Bill was an associate at North Castle Partners, a private equity investment firm in Greenwich, CT and worked in investment banking at Adams, Harkness & Hill in Boston, MA. Bill has 30 years of experience in financial services and is a graduate of Dartmouth College.

Bill serves as a member of the Investment Committee of the Montshire Museum of Science. He previously served as a trustee of the Montshire and served on the Upper Valley Regional Advisory Board of the New Hampshire Charitable Foundation.

Experience