ABOUT US | L. William Davis II

Partner

E-mail: bdavis@tanddllc.com

 

 

Biography

A native of Concord, New Hampshire, Bill has been involved in the insurance industry for the past 36 years. Working with the small business and professional sectors in New Hampshire, Bill’s professional emphasis has always been on the small closely held business. Whether it’s estate planning, succession planning, or fringe benefits, the objective is to assist individuals and businesses with making sound decisions in risk management and planning for the future.

 

Throughout the years, Bill has been involved with numerous community organizations and professional groups. He is currently active as president of the Kiwanis Club of Concord and chairman of the Zoning Board of Adjustment in the Hopkinton Village Precinct. Bill is also chairman of the Advisory Board of the Salvation Army in Concord and has overseen the acquisition of the new Family Store and the recent renovation of the McKenna House, a homeless shelter for single adults. Bill is a past president of the New Hampshire Estate Planning Council.

 

Bill’s continued involvement in his community makes him a good fit for companies looking to work with someone who understands that New Hampshire businesses are unique. He can become a valuable member of your strategic team monitoring your ever-changing needs. Bill presently serves on the boards of two closely held corporations.

 

Professionally, Bill holds Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations and his FINRA Series 7 securities registration.

 

Prior to returning to New Hampshire, Bill was a naval aviator on active duty for seven years. He is a graduate of the Navy Fighter Weapons School (Top Gun). After leaving active duty, Bill held three reserve commands and retired as a captain.

 

 

Education

The American College – CLU®, ChFC®

Princeton University – MSE

University of West Florida - MS

Cornell University – BS

 

Career

Truncellito and Davis – partner, 1983 to present

Davis, Towle, Gearan & Truncellito – principal, 1987 to 1999

William House Agency – 1978 to 1983

 

 

Professional Associations

National Association of Insurance and Financial Advisors – member

Concord Association of Life Underwriters – past president

New Hampshire Estate Planning Council – member and past president

 

 

Community Involvement

Concord Chamber of Commerce – member

Concord Community Music School – past treasurer

Helipad at Concord Hospital – in conjunction with the Concord Kiwanis Club

Kiwanis Club of Concord – current president

Planned Giving Committee at Concord Hospital – former member

Salvation Army Advisory Board of Concord – current chairman

Salvation Army McKenna House – tutor/mentor

The Derryfield School – former board member

ZBA Hopkinton Village Precinct – current chairman

 

Bill lives in Hopkinton with his wife, Ellen. They have two grown daughters, Julie and Kate.



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