• Bill Gahagan, CIMA®

    Wealth Advisor

Bill Gahagan joined Raymond James with more than 35 years in the financial services industry, where he built a broad knowledge of wealth accumulation and management working for a handful of the largest investment management firms. As an independent advisor, he provides high-quality and personal advice solely tailored to the client’s needs alone. His practice offers customized wealth management and comprehensive financial planning services committed to helping individuals, families, executives, and companies to develop goals and improve their long-term financial success.

In Bill's words: "My job is to take that broad knowledge and help you in your personal decisions to reach your financial goals. By listening to my clients, I provide personalized advice that is designed to help, grow, protect and conserve wealth. With my excellent team, I take pride in delivering a high level of service and expertise."

Bill has his Series 7, 66, and 63 securities licenses and is a 21-year Certified Investment Management Analyst® (CIMA®) Certification holder.

Bill grew up in and went to school in Ohio where he graduated with a degree in Business Administration/Finance and also in Art. He and his wife Paula and moved to North Carolina in the mid-1990s. Together, they raised two kids and a couple of dogs and cats in Triangle area. Having many interests, Bill mostly likes to play tennis, be outdoors, and cheer on a handful of his favorite sports teams.