Everyone has a different financial picture, therefore, each of you have unique financial needs. Bill recognizes this, and makes it his priority to understand your current situation, your goals, dreams, challenges and timeline in which to guide you in your financial planning. The recommendations are developed specifically for the goals of each client. Review meetings should be held at least twice a year to review and discuss performance, direction, appropriate allocation and any changes in your life which affect these factors. Let’s face it, life happens, and your financial plan may need to adapt to these changes.
Bill Heyser, a Financial Advisor and Accredited Asset Management Specialist (AAMS®), has over 25 years of executive business experience and practices at Heyser Financial of Raymond James. Utilizing the enormous resources of the international headquarters in St. Petersburg, Heyser Financial of Raymond James is a full service practice including retirement and estate planning, 401k’s, inheritance and college planning. Bill welcomes complimentary, confidential consultations as well as second opinions on your current portfolio.
Bill was born in Northbrook, Illinois in suburban Chicago, and has been a resident in Tampa Bay for over 20 years. He and his wife have been married for 26 years and have raised their two daughters in the Trinity / Eastlake area. Bill enjoys spending time with his family and friends, boating, working out, cooking, entertaining and gardening. He is also active in the community and serves on committees with The Leukemia and Lymphoma Society and is Vice President of the Spyglass HOA Board.