Bill is the president of Zufall Financial Services and a Raymond James financial advisor. He has over 15 years of experience in the industry.
Bill began his investment advisory career at Raymond James in 1997. He left Raymond James to work with his father, William Zufall II at Merill Lynch until returning to Raymond James in 2009. His focus is on advising and assisting individuals and business owners with their financial planning needs.
A firm believer in strong relationships, Bill is committed to understanding his client's needs, desires and risk tolerance prior to developing and executing a financial plan. Offering a holistic financial advice is the cornerstone of his business.
While at Merrill Lynch, Bill trained many financial advisors as a coach. A true student of wealth management, Bill felt strongly about teaching and training new advisors how to understand their clients objectives and educating them on how uncovering their clients needs was the primary step in achieving their goals.
Before coming back to Raymond James, Bill was recognized for his achievements at Merrill Lynch by being inducted into the Cleveland Hall of Fame, Executive's Club, President's Club and Chairman's Club.
Since transferring back to Raymond James, Bill has been honored by Raymond James 2011 Executive Council*, 2012 Executive Council* and Stratmore's Who's Who List.
Bill has distinguished himself from other advisors by understanding and advising clients on their full financial picture. This includes investments, insurance and proper debt management and structure. While most advisors focus solely on asset accumulation, Bill also spends time discussing asset distribution, asset protection and transfer of wealth.
Bill is a graduate of Copley High School, 1992, University of Akron, 1997 and attended Wake Forest University 1993-1996.
Bill retired as boys head coach at Highland High School in 2010, leaving with a winning record of 74-27-10. He has been recognized as the Medina Coach of the Year in 2007, 2008 and 2009. He has also been a finalist for State Coach of the Year in 2007. Bill was the Suburban League Coach of the Year in 2007 and 2010 and also received the Ron Pineshaum award in 2010. While as head coach, his program was ranked in the top 10 in the state for the 2007, 2008, 2009 and 2010 seasons. He was an All-American and played professional soccer in Cleveland and Columbus. Over the summer 2006, he represented the USA in a pro-am soccer event in Germany during the World Cup. Bill is involved in the community through D.A.R.E program and Tadmor Temple.
He holds the designations of Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist, Certified Financial Manager and Wealth Management Advisor. He maintains regulatory licenses 7, 24 and 66.
Bill and his wife Jessica have two children, Vanessa and William IV,and are expecting their third child in May 2012. Their family resides in Copley.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
Bill has over 48 years in the industry where he has specialized in our Customized Portfolio Design process. Before coming over to Raymond James, Bill worked for Merrill Lynch where he was recognized for his many achievements by inducting him into the Chairman's Club and President's Club. He was born in Carlisle, PA and moved to Wooster, OH in 1941.
He is a graduate of The College of Wooster. Bill and his wife Patti enjoy time with the family, sporting events, boating, golfing and volunteering through various organizations.
Bill and his wife Patti enjoy spending time with their children, Kathy & Bill III, and their grandchildren, Vanessa & Billy IV.
His passion for investing emerged nearly 50 years ago with his college Independent Study project; "Investing and the Stock Market". Bill's passion continues to this day.
Chris became associated as a Raymond James Financial Advisor through Zufall Financial Services, an independent firm. Chris brings with him over 24 years of financial advising experience and a passion to serve his clients so that the client stated financial goals are attained. The foundation of financial success is developing an individualized financial plan that is realistic to the clients situation. The ongoing monitoring process is also an integral step in the total financial planning process. Chris is dedicated to his clients and to their dreams becoming reality.
Chris received his B.S. degree in Mathematics from Grove City College in 1972 as well as a Commission as a 2nd Lt. in the Air Force. He served his country for four years as a Meteorologist, and upon being honorably discharged, he settled in Berea, Ohio where he currently lives with his wife, Sharrie.
Chris also earned a MBA in Accounting from Cleveland State University in 1977. he then proceeded to put his accounting talents to work for the next decade. First as a Management Consultant with the CPA firm of Ernst & Ernst, followed by serving as Treasurer for both Brunswick and Berea School Districts. He then turned his developed talents and expertise to the financial services profession. Chris has been a financial advisor associated with National Life of Vermont, First Nationwide Bank and for the past 16 years, with National City Bank (now PNC bank).
Chris & Sharrie have been married for 39 years and counting.Chris spends his free time following his passion for flying. He has been a licensed pilot since 1970 and currently holds an instrument rating for single engine aircraft. The remainder of his time is taken up joyfully by his children April & Reid and their two children, Emma and Olivia.
Katie opened our firm in 2009 with Bill Zufall III and Bill Zufall II. She has been in the industry for 4 years. Katie is in charge of all client operational processes and customer service requests.
Katie is a 2005 graduate of Chippewa High School and attended Kent State University for Business Management.
She enjoys traveling, her dog and learning to cook. She volunteers with the American Cancer Society and the Valor Home in Akron.
Liz is our part-time office assistant who joined our office in May 2010. She has her Associates Degree in Business Management.
Liz assists the office manager daily in routine account procedures.
Liz has three children who attend Highland School District and is happily married to her husband, Brian.
Colleen joined our office in February 2011 as an assistant to Chris Landers. Colleen and Chris have worked together since April 1998.
She worked for National City (PNC Bank) for over 36 years. Colleen has over 27 years of experience and knowledge in the financial industry.
She is Series 7 and 63 licensed.
Colleen and her husband Dan have been married for 20 years.
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.
