A St. Petersburg, Florida native, Bill earned a bachelor’s degree in finance and a master’s degree in business marketing from the University of South Florida. 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. 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. On June 1, 2015, Bill joined his father in the Waters Wealth Management practice.
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.