Dependable and detail-oriented, he works diligently to help make sure all aspects of a client’s needs are being met. He wants his clients to feel they can always count on him to be there for them, and to do what he says he will do.
He focuses on helping his clients see and understand their full financial picture, so they can make informed and confident decisions throughout their lives.
Before joining Raymond James in September 2019, Bill worked at JPMorgan Chase Bank for 15 years in various capacities, including senior vice president of investments, private client advisor, financial advisor and personal banker. He holds a bachelor’s degree in financial planning from Franklin University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Active in the community, Bill served on the board of directors of Big Brothers Big Sisters of Greater Lafayette for three years. He is a member of the John Purdue Club and Tippy Connect Young Professionals.
Bill is a longtime resident of Lafayette. He is originally from Logansport, Indiana, where he served six years in the Army National Guard. In his free time, Bill enjoys golfing, boating, scuba diving, maintaining a saltwater aquarium, and spending time with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.