With the knowledge that comes with more than 40 years of experience in the financial services industry, Bill helps investors navigate the myriad of available investment options with dedicated and focused service and a personal commitment.
From financial planning to comprehensive account management, Bill strives to make recommendations solely in the interest of providing a high value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Bill has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.