Bill’s commitment is to work with each branch manager to assist them in the challenges they face in running an invest¬ment practice as a business. Bill has found his niche is building and growing relation-ships with financial advisors. As regional director, he is working to help branch managers resolve questions or concerns affecting their business in addition to advising them on the direction they should consider taking in the future development of their practices.
Bill is a graduate of the University of South Florida with a degree in business administration. He has completed the Securities Industry Institute program at the Wharton School of the University of Pennsylvania, has Series 7, 24, 63, life, health and disability insurance licenses and is a Registered Corporate Coach. Since joining Raymond James in 1991, Bill has gained extensive knowledge about Raymond James by working in various home office departments before spending the better part of the last decade as a business development consultant for the Independent Contractors Division (ICD) platform. In his prior position, Bill contributed significantly to the exponential growth of the RJFS branch network by helping many of the finest financial advisors in the industry successfully move their practices to the firm. Becoming a regional director in 2007, Bill continues to be a resource for many of the financial advisors he helped bring to RJFS and every other branch office in the West Region.