(609) 924-2049

 (609) 924-0649


Bill Shevlin received his BBA degree in Accounting from Pace University in New York and he earned his CERTIFIED FINANCIAL PLANNER ® certification 1992 from the College for Financial Planning in Denver, Colorado. Prior to becoming an independent financial planning practitioner, Bill enjoyed a 25-year career in domestic and international banking, including 12 years in the financial control division at Chemical Bank of New York (now JP Morgan Chase) and thirteen years with Credit Suisse, one of the oldest and largest Swiss banks. As a Member of Senior Management in Credit Suisse’s private banking group, Bill developed, instituted and then managed an asset allocation program for private clients and gained a broad base of investment experience working with offshore funds, precious metals, foreign exchange and domestic and foreign trusts.

Bill now specializes in retirement planning and portfolio management utilizing modern portfolio theory. He is a member of the Institute of Certified Financial Planners, the Financial Planning Association and The National Financial Aid Practitioners Alliance.

Bill has also previously been affiliated with Access Financial Planning, Inc. Separately, he has been a Registered Representative with Royal Alliance Associates, Inc. since 1995. Bill is a senior Financial Advisor with New Century Financial Group and has managed New Century’s MPT-based asset allocation Program since it’s inception in 1995.

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory services offered through New Century Financial Group, LLC a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Insurance services offered by William J. Shevlin as a licensed agent independent of Royal Alliance Associates, Inc.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Evolved to provide information on a topic that may be of interest. Advisor Evolved is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Royal Alliances Associates, Inc. (RAA), member FINRA / SIPC.  Investment advisory services offered through New Century Financial Group, LLC RAA is separately owned and other entities and / or marketing names, products or services referenced here are independent of RAA.

Branch Office One Airport Place, Suite 3, Princeton NJ 08540 Phone: (609) 924-2049


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