Affiliated with Raymond James since 2002, Bill utilizes his more than 20 years of industry experience in creating solutions for his clients. While he maintains the Series 7 securities license, he also holds the Series 63, Series 65, and Series 31. Through his affiliation with Tempus Advisors, Bill has focused on solutions which include life, disability, and long-term care insurances -- integral in developing a well-rounded financial plan.

Bill holds the AIF^® (Accredited Investment Fiduciary) designation – a designation of fiduciary commitment.