Bill Bohney

William D Bohney

Financial Advisor

For more than 20 years Bill has helped clients reach their goals and dreams through financial planning and comprehensive portfolio management. Focusing on your goals, financial situation, and comfort level, Bill will make recommendations, and explain those recommendations, to help you achieve and protect your success.

Bill earned his Bachelor of Arts degree from Hanover College where he was on the football and track teams. He earned his Master of Business Administration degree from Bowling Green State University. Bill completed his CFP® certification (CERTIFIED FINANCIAL PLANNER™) through Northwestern University and AIF® designation (Accredited Investment Fiduciary®) through FI360, a Broadridge Company. He is a Registered Representative who has passed the Series 6, 7, 63, 65, and 24 examinations, and holds both IN and OH State Insurance Licenses.

Bill lives with his wife, Brandie, and his children, Emmett and Georgia, in Perrysburg. He is involved with Rotary Club of Perrysburg, Swanton Area Chamber of Commerce, Waterville Chamber of Commerce, Perrysburg Chamber of Commerce, and North Cape Yacht Club (LaSalle, Michigan). When he is not sailing on Lake Erie, Bill spends most of his free time volunteering with Rotary and supporting his children with their academic pursuits.