Senior Vice President, Wealth Management
With over 35 years of experience in the financial services industry, Bill provides seasoned guidance and a depth of insight for his clients. He helps families and individuals with comprehensive financial planning and investment management, specializing in liability management. Bill is dedicated to designing tailored strategies that map a clear path toward clients’ goals and fulfill all facets of their financial lives.
Bill has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Before joining Raymond James, Bill was a senior vice president at Morgan Stanley and a senior vice president at SunTrust Investment Services. He earned a bachelor’s degree in business administration from the University of Central Florida.
Bill stays active in his community as a member of First Presbyterian Church and a volunteer for Feeding America. He previously served as a board member for the South Tampa Family YMCA. Originally from Winter Park, Bill resides in Tampa, Florida, with his wife, Leda. They have two children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
