Bill Hoyt has more than 26 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 was named to the 2017, 2018 and 2019 Financial Times 400 Top Financial Advisors*. The Financial Times recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the United States.
Barron’s included Bill as one of America’s Top 1200 Financial Advisors by State in 2018 and 2019**. This prestigious listing draws from all 50 states, plus the District of Columbia, and is the largest, most comprehensive annual advisor listing circulated by Barron’s.
In 2019, Bill was recognized by Forbes Best-In-State Wealth Advisors***. The Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states.
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 Advisor® 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. 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.
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.
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.
* Financial Times Top 400 Financial Advisors: 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) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2019, roughly 960 applications were received and 400 were selected to the final list (41.7%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of 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 “Top 1,200 Financial Advisors,” March 2019: 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. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 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.
***Forbes Best-In-State Wealth Advisors 2019: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,800 financial advisors locations throughout the United States, Canada and overseas. Total client assets are $765 billion. Additional information is available at www.raymondjames.com. #2855015