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 a high level of service and a personal commitment.

From financial planning to comprehensive portfolio management, Bill’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.

At Raymond James, Bill has access to the financial expertise 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.

Bill joined Raymond James in 2019 after 16 years with Wells Fargo and Wachovia. He is a graduate of Philadelphia University and received a B.S. degree in business. Bill is active with the National Multiple Sclerosis Society Utah-Idaho Chapter’s Dinner of Champions.