Our Team

William R. Micari, AIF®

Owner / Investment Advisor

Bill started his practice in 1990 at MassMutual Life Insurance Company.  In 2008, he joined Cambridge Investment Research, Inc.  Cambridge is one of the nation’s leading independent broker-dealers, providing the latest in technology and practice management support to its affiliated advisors. Bill provides individuals with investment management, financial planning, retirement strategies, life, disability and long-term care insurance. He provides his business clients with a full suite of employee benefits; to include 401(k), 403(b), and health and welfare plans. 

Raised in Bristol, CT Bill attended Western New England University and received a Bachelor of Science degree in 1989 in Business Management.  He holds FINRA Series: 7, 6, 63, & 65 licenses and insurance licenses through the State of Connecticut. In 2011, he earned the AIF® Designation from the Center for Fiduciary Studies.  The AIF designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Bill lives in Burlington, CT with his wife Sandy and his children Morgan, Nicholas, Ryan and Matthew.  He enjoys spending time with his family and supporting his sons in the sports they participate in.

Bill is active in the Burlington and Bristol communities:

Current Board Member, Main Street Community Foundation

Current Chairman, Investment Committee of Main Street Community Foundation

Current Member, First Bristol Federal Credit Union, Supervisory Committee

Current Member, Investment Committee, St Paul Catholic High School

Current Board Member, Burlington Little League

Current Committee Member, Shamrock Run & Walk

Past Board Member, Bristol Chamber of Commerce

You can reach Bill at: wmicari@micarifinancial.com 

 

 

Maria Wollman, Registered Sales Assistant / Office Manager

Maria joined Micari Financial Group, LLC in 2019 with 18 years of experience in the financial services industry. Maria holds a FINRA Series 6 & 63 licenses. She comes with a broad knowledge of operations and brokerage procedures. In her role, she performs a variety of client services and supports Bill in the management of his practice while maintaining the highest standards of our firm.

Maria and her husband Rick reside in Bristol, CT. They have two grown children. 

You can reach Maria at: mwollman@micarifinancial.com    

 

Mary Dolan, Administrative Assistant / Employee Benefits Specialist

Mary joined Micari Financial Group, LLC in 2015.  She brings with her years of experience in the customer service field and business administration. Mary assists Bill with his business client’s retirement plans, and health and welfare benefits. She works closely with their Human Resources administrators to ensure the implementation and customer service of their employee benefit plans. Mary also helps with the individual insurance needs of his clients.

Mary lives in Southington, CT with her husband Jim and family and has volunteered for many years in scouting, PTO, and programs assisting the special needs community. 

You can reach Mary at:  mdolan@micarifinancial.com  

 

Kathy Francis, Financial Paraplanner Qualified Professional

Kathy joined Micari Financial Group, LLC in 2018. Kathy has more than 30 years of experience in the customer service and administration in financial services. She assists Bill with the Financial Planning for his clients.

Kathy and her husband Bob are residents of Bethlehem, CT where they raised their 5 children. She volunteered for various organizations including youth soccer, scouting, community organization and affordable housing.

You can reach Kathy at:  Kathy@micarifinancial.com