Bill Geary is a Senior Vice President and Managing Director for Raymond James & Associates. He joined Raymond James through the merger with Morgan Keegan in 2012. Bill began his career with Morgan Keegan as a financial advisor in 1990. At Morgan Keegan Bill worked for 12 years with his father, Jack Geary, and built a wealth management practice serving families and foundation of businesses. He earned the Chartered Financial Analyst (CFA) designation in 1996. He has built his business with long lasting client relationships by providing objective planning advice, a focus on asset management and an understanding that each client's specific goals and objectives are unique.
At Morgan Keegan Bill also served as an Executive Managing Director for the Private Client Group and a member of the firm's Executive Management Committee from 2005- 2012. Bill is a graduate of the University of Mississippi and currently serves on the Board of the University of Mississippi Foundation. He is a past president of the local Habitat for Humanity and is active as a board member or volunteer for several local non-profits. He is married with three children and away from the office Bill stays active spending time with family and friends.
Raymond James is not affiliated with the above organizations and/or charitable causes.