Bill Waters II is a Financial Advisor and Certified Investment Management Analyst with the Waters Wealth Management Team at Raymond James. While focusing his business on his clients’ individual financial objectives, Bill believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Bill and his Team apart.
Bill started his career at Raymond James Financial, in the Asset Management Services division, in 2009. There he helped the firm launch 2 new Financial Planning software platforms and spent six years traveling the country, working with high net worth clients and advisors. Bill worked his way to Vice President and Senior Asset Management Consultant, directing the southwest region of the US. On June 1, 2015, Bill joined his father in the Waters Wealth Management practice.
Bill is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Bill works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions giving his client access to Institutional Level Managed Investment Portfolios, Financial & Retirement Planning (including SEPs, Roths, IRAs, 401(k)s), Tailored Insurance Solutions, Estate and Trust Services, Annuities & Income Generation, 529 Education Savings Plans and more. With the ability to leverage multiple investment and insurance options to help clients reach their goals we confidently stand out amongst our competitors in the industry.
A native of St Petersburg, FL, Bill Waters II graduated from University of South Florida with a bachelor’s degree. Bill earned a bachelor’s degree in finance and a master’s degree in business marketing from the University of South Florida. He obtained his Certified Investment Management Analyst (CIMA) designation after attending The Wharton School at the University of Pennsylvania, and holds his Series 7 and Series 66 licenses. When not working, Bill enjoys spending time on the water with his family and friends. Bill is also a member of the St. Petersburg Yacht Club and has been a Board Member since 2018.
Bill and his wife Dr. Elisa Lynskey, M.D. ENT and Allergy try to help out and give back to the local community through various charities and local organizations such as the St. Pete Free Clinic, Florida Cancer Foundation, Babycycle Diaper Bank, Boat Kids, Big Brothers and Big Sisters, SPCA and others. They are also founding Volunteers and Sponsors of the Annual Boat Kids Charity Event that hosts kids with Disabilities for a day on the boat and an island picnic. Each year this event has 50+ volunteers and hosts over 200 kids and their families.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.