Senior Vice President
Bill joined Stephens Private Client Group in 2017 and has more than 30 years of wealth management expertise. As a seasoned financial consultant, Bill specializes in creating custom solutions for his clients, who include business owners, corporate executives, and families. Bill says, “I bring a disciplined process to investing based on each client’s objectives and their wealth management needs. This is a collaborative effort from concept to implementation, allowing my clients to take an active role in their financial futures, with the knowledge that my counsel is in their best interests.”
Prior to joining Stephens, Bill was a Vice President and financial advisor with Raymond James & Associates, Inc., PaineWebber, Inc., later to become a part of UBS Financial Services Inc., and Shearson Lehman Brothers, Inc., later to become a part of Morgan Stanley.
Bill majored in Finance and received a Bachelor of Science in Business Administration with a minor in Accounting from the University of Tennessee in Knoxville.
Bill currently resides in Germantown, TN. He has two children and three grandchildren. He enjoys home improvement projects of any kind. Bill also enjoys a wide variety of athletic activities including weightlifting, bicycling, rock climbing and snow skiing. In addition, Bill loves music and enjoys practicing on his piano and drums. Most recently, Bill has taken up the sport of pickleball and plays 2-3 times per week.