Bill is a financial advisor with RBC Wealth Management and is based in the Dallas office, located at the Crescent. Bill works with families to develop and implement comprehensive wealth management solutions with a focus on financial planning, banking and liquidity management, and generational wealth transfer. Bill provides analysis, modeling, and evaluation of client portfolios for The Red River Group.
Bill graduated from Tulane University and holds an MBA with a concentration in finance from the University of Texas at Arlington. Bill is married to Dr. Lisa Luke, an internal medicine physician at Baylor University Medical Center. Bill and Lisa live in Dallas with their son, Luke, who attends St. Mark’s School of Texas. Bill is actively involved in the annual fund for St. Mark’s School and is a past chair of the Parish Episcopal School annual fund.