About Us
Specializing in financial planning, Bill Daily has become the "go-to guy" for a growing number of families in the midwest. As a midwesterner himself, Bill takes a "down-home" approach to the world of finance. As he puts it, "It doesn't have to be fancy … it just has to be good."
He explains, "we're usually dealing with a family's life savings, and we have to get it right the first time." In fact, he has focused on helping families "get it right the first time" by helping them make important financial decisions since 1982.
Bill offers a full spectrum of financial services, including investments, insurance and financial planning through Raymond James Financial Services, Inc., an affiliate of Raymond James & Associates, a member firm of the New York Stock Exchange. Bill has personally prepared thousands of income tax returns over the years. A CERTIFIED FINANCIAL PLANNERTM, he specializes in managing portfolios and the income taxes of families and investors.*
For the last 10 years, Bill has conducted adult education classes at area schools and given many talks as a guest speaker and radio talk show host.
Bill is a member of the Institute of CERTIFIED FINANCIAL PLANNERTM and the National Association of Tax Preparers.
*Tax Services are not a service of Raymond James Financial Services, Inc.
I was the "local banker" for 22 years and have been with Raymond James Financial Services since 2005. Planning for Raymond James clients is very similar to the planning I did in the banking industry.
I find that a sound financial plan takes hard work, time, proper behavior...and a lifetime to unfold. I live on the same farm with my family where I was raised. We enjoy raising Polled Dorset sheep, gardening, and general "farm talk!" You can see our sheep at www.qmfsheep.com.
In 2007, I purchased a local insurance agency. A link to the Insurance agency web site can be found here: www.sjfrancisinsurance.com.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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