TOP NYC FINANCIAL ADVISORS
Jason Hill, FSS
President, Investment Advisor RepresentativeJason is the founder and president of Client Focused Advisors. His years of experience in the business have helped him serve and represent hundreds of clients. Jason ensures his clients are well educated and informed by putting their needs first. Each appointment is tailored to individual needs, via specific materials and educational tools. The real benefit for his clients is the end result: the peace of mind in knowing that the work he has done will help protect and preserve their lifestyle, assets and most important, their families and valued relationships.
In 2015, Jason was named top 50 advisors for John Hancock Financial Network. In 2014, Jason was one of the few selected (out of close to 1600 advisors) to speak to his peers at the Practice Advancement Conference, focusing on how he runs a successful practice at Signator Investors, Inc. Jason was ranked as one of the top 150 advisors of John Hancock Financial Network in the United States in 2013. In 2012, Jason was named top 100 advisors for John Hancock Financial Network.
Jason graduated with a Bachelor’s Degree in Finance from the University of Delaware. He has obtained the Financial Services Specialist designation from the American College. He was brought up in Port Washington, NY and he enjoys boating, sports and poker. Jason enjoys vacationing in warm weather with his wife, Julia. He recently welcomed his first son, Westin.
Matthew Hill, LUTCF
Executive Vice President, Investment Advisor RepresentativeMatt started as a NYC Financial Advisor over a decade ago. For the last decade he was responsible for recruiting, training, and developing new advisors in the tri-state area, along with ensuring his clientele’s financial security. Along the way he has gained a few designations, and currently has completed 6 of 6 classes in order to be eligible to sit for the CFP (Certified Financial Planner) later this year. Matt worked his way up from agent to Associate Managing Partner before deciding his passion is assisting his clients on their Wealth and Protection Strategies.
Matt’s industry achievements include the prestigious Million Dollar Round Table, Executive Council 2003, Presidents Council 2004, Executives Council 2006, ACE (Achieving Client Excellence) Top 20 Sales Manager in John Hancock Financial Network (2009, 2010, 2012), an ACE Top Producer qualifier in 2012. Matt was ranked in the top 40 of John Hancock Financial Network in 2013. In 2014, Matt was one of the few selected (out of close to 1600 advisors) to speak to his peers at the Practice Advancement Conference, focusing on how he implements technology throughout his practice. Matt is currently a CRIA Representative (Corporate Registered Investment Advisor), Life & Health Licensed, LTC partnership, and holder of the Series 7 & 63.
Most recently he has become a co-founder of Client Focused Advisors, with his primary concentration around business owners, executives, and medical professionals. He currently works within this arena on assisting his clients in the understanding of their Wealth & Protection strategy and will develop a tailored strategy unique to each of his client’s needs.
Matt currently resides in Garden City, New York with his wife Erika. Matt graduated with a Bachelor of Science Degree in Finance from the University of Delaware. As a 34 year resident of Long Island, New York, Matt is philanthropically involved with numerous children's charities in both New York City and Long Island area. Matt is a shining member of our financial team. When he has time to relax, you can find him at the beach, sailing, fishing, golfing, and traveling.
Vice President, Investment Advisor RepresentativeWilliam is the Vice President and one of the founding partners of Client Focused Advisors. Prior to his career in the financial services industry, William achieved success in Sales and Marketing. He concentrated in the energy sector, Major League Baseball, and in the Capital Market and Money Market Brokerage arena.
William’s extensive experience outside the financial services industry has positioned him well to connect with his clients and to relate with each client’s unique situation. As a Registered Representative, William provides excellent service that focuses on quality customer contact, identifying his client needs and developing individual financial solutions for his clients’ long-term goals. He employs a holistic approach that addresses the legal, tax and financial needs of families, business owners, executives and professionals. William was rewarded with the “Best in Class” award from John Hancock Financial Network in 2013 for his hard work and commitment to his clients.
William grew up on Long Island and received a Bachelor of Arts Degree from Villanova University. He resides in Long Beach, NY with his wife, Laura, and their daughter, Abigail. William and Laura are deeply involved in the Long Beach community through their church, PTA, little league and AOH society. He also enjoys playing volleyball and golf, listening to music and watching sports.
Vice President, Investment Advisor Representative
Brett is also one of the founding partners of Client Focused Advisors. He works with individuals, families and businesses to create a unique holistic plan to achieve financial security. He helps clients to accomplish this goal by ensuring that potential risks are protected against, and that they properly plan for various life events such as children’s education, retirement and legacy goals. Brett is committed to becoming a lifetime resource for each and every client.
Brett holds a Series 6, 63, 65 & 7 license along with life & health insurance licenses.
Brett was raised in Scarsdale, NY and he graduated with Cum Laude honors from Boston University. He currently lives in Brookyln wife his wife and he enjoys playing sports, attending concerts, traveling, and spending time with family and friends.
Client Relationship Manager, Financial AdvisorCameron works with a wide variety of individuals, families, and businesses to help them attain their financial goals. After assessing each client’s current financial foundation, Cameron produces a holistic plan to guide them along their way to reach and surpass their ambitions. Cameron continuously monitors his client’s progress and adjusts their individual plans based on the various obstacles each client faces.
Cameron holds a Series 7 and 66 License, along with Life, Accident, and Health Insurance Licenses.
Cameron was raised in East Hampton and graduated from Duke University with a Bachelor of Science in Economics. When he isn’t on the golf course, he can be found playing basketball, relaxing at the beach, or watching the latest movies.
Client Relationship Manager, Financial AdvisorLuke works with individuals, families, and business to create a comprehensive financial plan helping them discover and reach their financial goals. He is very passionate in helping his clients plan for their financial future, including retirement planning, children’s education planning, as well as estate planning.
Luke holds a Series 7, 63, & 65 license along with life & health insurance licenses.
Luke was raised in Manhattan, NY and he graduated from The University of Rhode Island where he studied Finance and Economics. He enjoys playing soccer and lacrosse, sailing, scuba diving, traveling and spending time with family and friends.
Client Relationship ManagerSamantha handles our client service requests with supreme efficiency and enthusiasm. She thoroughly enjoys communicating with our clients. She is a lead resource for clients and an integral member of the administrative team.
Samantha completed her Bachelors in Theater Arts from Western Connecticut State University. She is originally from Connecticut. In addition to working with Client Focused Advisors, Samantha enjoys acting.