Bill Dietz Jr


William H. Dietz, Jr. is President of Dietz Financial Services, LLC, and a Financial Advisor and Investment Management Consultant for Raymond James Financial Services. He holds Series 7, 9, 10, 31, 63, and 65 securities licenses as well as life and health insurance licenses. Raymond James named Mr. Dietz to the 2024 Raymond James Executive Council*, his 15th consecutive year to be awarded that distinction. A Financial Services Institute member, Bill has been a Financial Advisor for more than 25 years, and is a graduate of Baylor University. He is also a graduate of the Raymond James Institute of Investment Management Consulting and the Merrill Lynch School of Advanced Financial Management, as well as the Securities Industry Institute at the University of Pennsylvania's Wharton School of Business.

Mr. Dietz was appointed by Governor Greg Abbott as Chairman of the Texas State Affordable Housing Corporation Board of Directors, and continues to serve the State of Texas in that capacity. He served as Cubmaster, then Assistant Scoutmaster for Boy Scouts of America’s Pack 308 and Troop 308 of Waco, and was awarded both the Unit Leader Award of Merit and the District Award of Merit in recognition of his commitment to youth in Scouting, having also completed Scouting’s premier leadership training course, Wood Badge, and served as District Chairman for the Heart O’ Texas District. A member of the Rotary Club of Waco and Mensa International, Mr. Dietz enjoys backpacking, running, music, theater, reading, and spending time with his family, wife Elizabeth and sons Liam and Alex. He performs in the theatre when he has time, and he is slowly completing his adventure bucket list, hiking the Inca Trail to Machu Picchu, scuba diving with sharks in Bora Bora, snorkeling the Great Barrier Reef, jumping out of a perfectly good airplane, trekking across a glacier in Canada’s Columbia Ice Field, completing the New York City Marathon, riding horseback in a Montana cattle drive, travelling by camel across the Giza Plateau to the base of the Great Pyramid, and summiting Mt. Kilimanjaro along with his 2 sons. The Dietz family attends St. Paul’s Episcopal Church in Waco, where Bill serves as a Lay Eucharistic Minister.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.

Raymond James is not affiliated with the above organizations and/or charitable causes.