As a Certified Retirement Planning Counselor (CRPC) designee, Bill is committed to helping you pursue your financial goals through the financial planning process. Plans are customized to help meet the needs of the individual client. In addition, he is driven by the principles of highly personalized service and strategic investment management. Bill has access to a wide variety of investment options and financial planning tools designed to help clients stay on course.
Bill has been with Waddell & Reed since 2009, after serving as an advisor for 9 years prior with a major brokerage firm and 28 years before that in the banking industry. Bill's lifetime approach to servicing his clients has been to form long-term relationships by making a personal investment in each client in order to better understand and service their most important priorities.
Bill serves a diverse client base ranging from individuals and families early in the financial planning process needing investment and longer-term planning advice to retirees seeking wealth management and estate planning strategies.
Bill graduated from the University of Colorado-Boulder in 1972. He met and married his college sweetheart, Reva, and has lived in Denver since 1969. They enjoy traveling, golfing, and spending time with their family, including 2 grandchildren.
Bill holds a Series 7 and 66 securities licenses along with Life, Health and Variable Insurance licenses. He serves clients in the following states: AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, MA, ME, MO, MT, NC, ND, NE, NM, NY, OH, OK, OR, SC, TN, TX and UT.
Waddell & Reed is not affiliated with any other entities referenced. 09/18