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, 65 and life and health insurance licenses. Raymond James named Mr. Dietz to the 2017 Raymond James Executive Council, his eighth consecutive year to be awarded that distinction. A Financial Services Institute member, Bill has been a Financial Advisor for more than 20 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, and attended 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. He is Assistant Scoutmaster for Boy Scouts of America Troop 308 of Waco, and has been awarded both the Unit Leader Award of Merit and the District Award of Merit in recognition of his commitment to youth in the Boy Scouts of America, having also completed Scouting’s premier leadership training course, Wood Badge. He serves on the Board of Directors of the Waco Civic Theatre and the McLennan Community College Foundation, in addition to serving the City of Waco on the Zoning Board of Adjustments. A member of the Rotary Club of Waco, the Central Texas Choral Society, and Mensa International, Mr. Dietz enjoys backpacking, music, theater, reading, and spending time with his family, wife Elizabeth and sons Liam and Alex. The Dietz family attends St. Paul’s Episcopal Church in Waco, where Bill serves as a member of the church Vestry.
*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 future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.