Bill Callis specializes in accumulating, preserving, and transferring wealth for high-net-worth individuals, corporate executives, business owners, foundations, and family offices through efficient planning, asset allocation, and risk management.

Prior to founding The Advanced Planning Group of Raymond James, Mr. Callis ran a successful investment management practice at a Wall Street-based firm.

Mr. Callis has spent his entire professional career in the financial services industry, beginning in 1990. His comprehensive approach to financial management has helped his clients navigate large liquidity events, business succession, as well as qualified and non-qualified retirement planning.

The Advanced Planning Group currently operates offices in Dallas and Oklahoma City. Mr. Callis was born and raised in Oklahoma before earning a Bachelor of Science from Cornell University in Ithaca, New York where he played football for the Big Red and was a member of the Sigma Nu Fraternity.