Our Financial Professionals
There are few things more important than securing your financial future. Bill believes that being entrusted by others to assist them in this endeavor is a great responsibility and honor. As a licensed Investment Adviser, he has been fortunate to have done this for family and friends for nearly 20 years while managing his own portfolio for over 40 years.
Having lived through multiple stock market and interest rate cycles as an investor provides a keen understanding of the balance between risk and return. Bill’s wife of 37 years, Chris, has been by his side for the entire ride and they have managed to keep their investment car on the rails of the market roller coaster. Like many, the couple is looking at new shared objectives as they move closer to retirement and assume a more defensive position to ensure they don’t exhaust their income from savings.
Bill spent most of his career in corporate America working for Fortune 100 companies. He joined Grace Advisory Group because of his passion for building and protecting wealth and helping others. Working in a “family business” environment where he can deliver personalized service and custom solutions is a welcome change from the large corporate “process driven” approach he left behind.
About working with the Grace team, Bill said, “I’m fortunate to work with a group of highly educated, skilled and compassionate individuals who all strive to make a positive impact on the lives of our clients. I’m committed to protecting my clients’ lifestyle so they can spend time doing the things they love in retirement, rather than managing and worrying about their investments. Isn’t that what retirement is all about?”
*Investment Advisory Services offered through Grace Capital Management Group, LLC, a Registered Investment Adviser.
Toll Free: 866-481-5550
Fax: (239) 481-5545
13450 Parker Commons Blvd.
Fort Myers, FL 33912
Cities We Serve