Bill Hoyt has more than 25 years of experience in the securities industry. He joined Raymond James in 1993 and built his practice specializing in private wealth management for high net worth families and institutional investment consulting for endowments and foundations. Bill's thorough knowledge of the securities industry, combined with his integrity, enables him to provide sound investment advice and customize financial plans to his clients' unique needs and goals. In recognition for his dedication to clients, Bill has been named to the 2017 and 2018 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the United States. In addition, in 2018 Barron's has identified Bill as one of America's Top 1200 Financial Advisors.
A lifelong resident of St. Petersburg, Florida, Bill received his Bachelor's Degree in Finance from the University of South Florida. He joined Raymond James in 1993, founding the Hoyt Planning Group. He later partnered with Jeff Hearn to found Hearn Hoyt Wealth Management in 2003 and in 2014 David Ramsey joined the team to form Hearn Hoyt Ramsey Wealth Management of Raymond James.
Bill attained the CERTIFIED FINANCIAL PLANNER™ professional certification in 1998 and the Certified Investment Management Analyst™ (CIMA®) designation from the Wharton School at the University of Pennsylvania in 2008. The CIMA® certification covers essential investment management consulting topics such as asset allocation, behavioral finance, manager selection, and portfolio construction and, therefore, provides advisors with knowledge commensurate with high-level institutional money management consultants. In addition, Bill recently earned the Certified Private Wealth AdvisorSM designation from the University of Chicago Booth School of Business. The CPWA designation, delivered by Investment Management Consultants Association (IMCA) is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.
Active in the St. Petersburg community, Bill is a current member of the Salvation Army's advisory board as well as a past treasurer and board member of Help-A-Child, Inc. and a past board member of the Florida International Museum.
When he isn't working with clients or giving back to his community, you'll likely find Bill on the water. He is an avid fly fisherman and enjoys boating, diving, tennis and spending time with his wife, Silvia, and three daughters, Abigail, Emily and Olivia.
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
*The President’s Club and Chairman’s Council membership is based mainly on assets under management, education, credentials, and fiscal year production. Requalification is required annually.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.