Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Bill has worked in Business Administration and Healthcare Services industries since 1990. He entered into the Financial Advisor Services in 2012. His personal goal is to become a lifetime resource for each and every client. Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs.
Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.
Bill rapidly transformed failing organizations into highly successful profit centers. As a Financial...
Karen Jones (CRD# 2352177) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Richmond, VA and has over 34 years of experience in the finance industry.
Ryon Acey (CRD# 2992366) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 18 years of experience in the finance industry.