Bill Cordell started in the investment business in 1986. As timing would have it, Bill would guide his clients through the crash of 1987. This taught him to be mindful of what can happen with clients hard earned money. Bill felt that the best way to earn a client’s respect and business was to expand his knowledge in the financial planning area. In 1995 he earned the CERTIFIED FINANCIAL PLANNER™ designation or CFP®. This is the industry’s most highly respected designation.
Bill takes pride in that he is more than an investment advisor. His studies took him beyond the CFP®. He has also earned the title of Certified Long Term Care (CLTC®). Training and experience are important, but Bill also treasures the client relationships. He has worked with some client families for four generations. Bill wants to become a trusted part of the family. This means looking beyond the individual trades by building long term relationships.
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.