Bill has been a Wealth Advisor with Hilliard Lyons since 2008. As a Wealth Advisor, Bill brings over 20 years of asset management, administrative and financial planning experience. Bill manages client portfolios and directs participant education and retirement planning within the teams’ 401(k) and 403(b) client base.
Bill has experience in the financial sector, including the institutional retirement plan marketplace with a focus on participant's financial planning and asset management. As a plan administrator, Bill has proven insight into qualified plan design, along with the support mechanisms needed to facilitate a successful plan.
Bill is actively involved in the volleyball program at his parish, Saint Margaret Mary. Bill and his wife Leigh Ann have three daughters.
Bill is a 1997 University of Louisville, School of Business Administration (BS) graduate in Finance and holds the following Licenses: FINRA − Series 6, Series 7, Series 63 and Series 65 and in Insurance − Life, Health, Variable Life & Annuities.
Before coming to Hilliard Lyons, Bill was a Manager with APB Energy from 1998 to 2003 and in 2004 he became a Senior Individual Consultant for TIAA-CREF and has supported many institutional accounts within the Kentuckiana area.