I have always been a voracious learner when it comes to my profession. I have held many roles over my career in the financial services industry and obtained various designations all of which have helped me in better serving my clients.

William Rapp is a Wealth Management Advisor with Northwestern Mutual who specializes in guiding individuals, families and business owners through a financial planning process that recognizes their evolving, yet unique needs. Bill’s main objective is to learn the intimate details of what's important in his clients' lives and then educate them within a financial blueprint into realizing their goals. He has over 35 years of experience working in the financial services marketplace.

Before becoming a Wealth Management Advisor with Northwestern Mutual in 2008, Bill held the following positions:

  • Director of Retirement Services for Nationwide Financial Services from 2004 to 2008
  • Assistant Vice President of Retirement Services for Provident Mutual from 1993 to 2003
  • Various other positions throughout his career within the financial services industry.

Bill grew up in Marlton and here is a summary of his educational experience:

  • 1980 graduate of Cherokee High School.
  • Bachelor of Science degree in Business Management in 1984 from The College of New Jersey
  • FLMI (Fellow of the Life Management Institute) in 1989 from the Life Office Management Association
  • QPA (Qualified Pension Administrator) in 2004 from the American Society of Pension Professionals & Actuaries.
  • Several designations from the American College including:
    • Chartered Financial Consultant (2011)
    • Retirement Income Certified Professional (2022)
    • Chartered Advisor of Senior Living (2012)
    • Chartered Life Underwriter (2014)

Bill resides in Marlton, with his wife, Sue and has three adult sons, two daughter in laws, and a granddaughter who all live in the area.  He enjoys family vacations at the Jersey shore and ski trips to Vermont, along with family dinners.  He is an avid golfer and enjoys staying physically fit.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Investment Planning & Strategies

Business Planning & Succession

Qualified Plan Fiduciary Education

Long-Term Care Planning

Disability Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline