Our Team

Our Team

L. William Davis II

Partner

Biography

A native of Concord, New Hampshire, Bill has been involved in the insurance industry for the past 36 years. Working with the small business and professional sectors in New Hampshire, Bill’s professional emphasis has always been on the small, closely held business. Whether it’s estate planning, succession planning, or fringe benefits, the objective is to assist individuals and businesses with making sound decisions in risk management and planning for the future.

 

Throughout the years, Bill has been involved with numerous community organizations and professional groups. He is currently active as president of the Kiwanis Club of Concord and chairman of the Zoning Board of Adjustment in the Hopkinton Village Precinct. Bill is also chairman of the Advisory Board of the Salvation Army in Concord and has overseen the acquisition of the new Family Store and the recent renovation of the McKenna House, a homeless shelter for single adults. Bill is a past president of the New Hampshire Estate Planning Council.

 

Bill’s continued involvement in his community makes him a good fit for companies looking to work with someone who understands that New Hampshire businesses are unique. He can become a valuable member of your strategic team, monitoring your ever-changing needs. Bill presently serves on the boards of two closely held corporations.

 

Professionally, Bill holds Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, and his FINRA Series 7 securities registration.

 

Prior to returning to New Hampshire, Bill was a naval aviator on active duty for seven years. He is a graduate of the Navy Fighter Weapons School (Top Gun). After leaving active duty, Bill held three reserve commands and retired as a captain.

 

 

Education

The American College – CLU®, ChFC®

Princeton University – MSE

University of West Florida - MS

Cornell University – BS

 

Career

Truncellito & Davis – partner, 1983 to present

Davis, Towle, Gearan & Truncellito – principal, 1987 to 1999

William House Agency – 1978 to 1983

 

 

Professional Associations

National Association of Insurance and Financial Advisors – member

Concord Association of Life Underwriters – past president

New Hampshire Estate Planning Council – member and past president

 

 

Community Involvement

Concord Chamber of Commerce – member

Concord Community Music School – past treasurer

Helipad at Concord Hospital – in conjunction with the Concord Kiwanis Club

Kiwanis Club of Concord – current president

Planned Giving Committee at Concord Hospital – former member

Salvation Army Advisory Board of Concord – current chairman

Salvation Army McKenna House – tutor/mentor

The Derryfield School – former board member

ZBA Hopkinton Village Precinct – current chairman

 

Bill lives in Hopkinton with his wife, Ellen. They have two grown daughters, Julie and Kate.

James H. Truncellito

Partner

Biography
A native of Manchester, New Hampshire, Jim has been involved in the financial services industry for 36 years. Jim's professional emphasis has been working with professional sectors and closely held businesses. The focus of Jim's practice has been helping individuals and businesses in the employee benefits, wealth management, and estate planning areas.

Jim is proud to have worked with many nonprofits in the Manchester area. He is especially proud to have served on the Manchester Boys & Girls Club $7 million campaign, one of the largest nonprofit fundraising efforts in the state's history. Jim is a current 33-year member of the Queen City Rotary Club and the only active charter member from the founding of the club in 1981.

Education
Dartmouth College – BS
Insurance and Financial Advisor License – 1976
FINRA Securities Registration – 1983

Career
Truncellito & Davis – partner, 1983 to present
Davis, Towle, Gearan & Truncellito – principal, 1983 to 1999
William House Agency – 1978 to 1983

Professional Associations
National Association of Insurance and Financial Advisors – member
Manchester Association of Life Underwriters – past president
New Hampshire Estate Planning Council – member

Community Involvement
Queen City Rotary Club – charter member and past president
Manchester Boys & Girls Club – former board member
    – Inducted into the Alumni Hall of Fame – 2010
Easterseals of NH – former board member
NH Performing Arts (Palace Theater) – former board member
Manchester YMCA – former board member

Jim lives in Manchester with his wife, Lynda. They have two children; their son, Tim, works at Truncellito & Davis, and their daughter, Kristen, is married with a daughter in Bedford, New Hampshire.

Timothy R. Truncellito

Independent Broker

Biography
Born and raised in the Manchester, New Hampshire, area, Tim Truncellito started his career as an independent broker in February 2010. After earning a BA in economics from Wesleyan University in Middletown, Connecticut, Tim came back to New Hampshire to join Truncellito & Davis Financial Services. While prepared to meet the various needs of clients, Tim has become specialized in small group benefits and individual health, life, and disability insurances. The opportunity to work with his dad, Jim, and business partner, Bill, both of whom have over 35 years of experience in the industry, has created a solid foundation of knowledge and experience in working with small businesses. In an ever-evolving industry, Tim stays on the forefront of education and advocacy as the Young Advisor Team chair on the board of NAIFA-NH (National Association of Insurance and Financial Advisors). This allows Tim to educate his clients with up-to-date information and can help them make informed decisions to put themselves or their business in the best possible position. The combination of local knowledge and industry experience is what makes Tim a trustworthy choice as an advisor who can help you with individual or group financial needs.          

Education
St. Paul's School – Preparatory School – Concord, New Hampshire
Wesleyan University – BA in economics – Middletown, Connecticut
Insurance and Financial Advisor License – 2010

Career
Truncellito & Davis – independent broker, 2010 to present
Wesleyan University – baseball coach, 2008 to 2010

Professional Associations
NAIFA-NH – member, general board, YAT chair

Community
Make-A-Wish Foundation
Boys and Girls Club of Manchester

Tim lives with his wife, Rachel, and their dogs and horse in Exeter, New Hampshire.