With more than 30 years of experience in the industry, Bill has always had a passion for financial services. Over the course of his career, he has worked as a senior vice president with UBS Financial Services, a first vice president with Smith Barney, and a first vice president with Wells Fargo Advisors. A proponent of continuing education, Bill strives to educate his clients about their financial opportunities. He also stays up-to-date on the financial markets and has obtained the Certified Investment Management Analyst® (CIMA®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional designations. As a Certified Investment Management Analyst, William applies state-of-the-art investment theory and integrates a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. He cares deeply about doing a good job for his clients and makes it a priority to respond immediately to their needs, requests and concerns.
Bill currently resides in Phoenix, Arizona with Laurie, his wife of more than three decades. They enjoy visiting their two grown daughters, one of whom resides in Phoenix and the other in San Diego. In his spare time, Bill enjoys traveling with Laurie and playing golf.
