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 2020
Raymond James Executive Council, his 11th consecutive year to be awarded
that distinction. A Financial Services Institute member, Bill has been a
Financial Advisor for 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, 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 is the current District Chairman for the Boy Scouts of America Heart O’ Texas District, and serves on the Board of Directors of the Waco Civic Theatre and the McLennan Community College Foundation. 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 is slowly completing his adventure bucket list, hiking the Inca Trail to Machu Picchu in 2012, scuba diving with sharks in Bora Bora in 2014, jumping out of a perfectly good airplane in 2016, trekking across a glacier in Canada’s Columbia Ice Field in 2017, completing the 2017 New York City Marathon, climbing Mt. Kilimanjaro with his two sons in 2019, and participating in a Montana cattle drive on horseback this year. 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 advisors future performance. No fee is paid in exchange for this award/rating.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Raymond James is not affiliated with the above organizations and/or charitable causes.