William George

About William George

As Managing Partner my vision is to cultivate a culture of success that expands opportunities for our advisors, empowers our organization, and continually elevates the standard for truly client‑centric financial planning.Our firm is committed to delivering personalized advice, strategic planning, and customized investment solutions that help you navigate your financial future with clarity and confidence.Whether you’re preparing to sell your business, seeking a quarterback to coordinate your complex financial life, or planning for retirement in the next three to five years, my role is to help reduce financial stress so you can focus on achieving genuine well‑being.I believe thoughtful planning is the foundation of every successful financial strategy. By understanding your goals, values, and concerns, our team at OneAmerica Financial and The Moody Street Group builds comprehensive plans that integrate your financial priorities, investments, estate considerations, and the other areas most important to you. The result is a tailored plan and portfolio designed to support your personal and family needs.Working with me and my team means experiencing a boutique, concierge‑level approach where personal service and attention to detail come first. Together, we serve as a deep bench of compassionate advisors, offering meaningful insights and proactive guidance throughout your financial journey. This is why many clients consider me their first call in both exciting and challenging moments.I am a proud graduate of Northeastern University in Boston, where I earned my degree in Finance. I remain actively involved in my community, supporting several charitable organizations and volunteering at Pine Street Inn, New England’s largest provider of homeless services.Outside the office, I enjoy skiing, playing basketball, and exploring new places with my family and friends.

Experience

1. Managing Partner

   OneAmerica Financial

   Jan 2026 — Present · US

   As Managing Partner my vision is to cultivate a culture of success that expands opportunities for our advisors, empowers our organization, and continually elevates the standard for truly client‑centric financial planning.Our firm is committed to delivering personalized advice, strategic planning, and customized investment solutions that help you navigate your financial future with clarity and confidence.Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc, a Registered Investment Advisor, Member FINRA, SIPC. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.

Education

• Northeastern University

  Bachelor of Science (BS), Finance

  1987 — 1991

Skills

• Financial Advisory
• Securities
• Retirement Planning
• Business Development
• Leadership
• Finance