About
Bill entered the financial industry upon graduating college, working as a bank vice president and a life insurance agent. He then established a career as a financial planner and partnered with Bill Carr to form Retirement Strategies, Inc. in 1994. Bill currently serves on the Firehouse Subs Public Safety Foundation Board as well as Treasurer for the Highlands Precious Gifts Preschool. He formerly taught as an Adjunct Professor in the college of Accounting and Finance at the University of North Florida. He lives in Jacksonville, FL with his wife of 40 years. He has two daughters and enjoys fishing, boating and traveling.
Education
- BS, University of Florida, MBA, University of North Florida
Articles by topic
Blog
Exercising non-qualified stock options? Avoid these 3 common mistakes that could lead to unexpected taxes, missed opportunities, or financial setbacks—make smarter equity decisions.
Blog
Many people look to election results (and the presumed policy changes coming from the winner) as an indication of how the markets will perform, as well as the subsequent impact on their financial plan. This is especially true in presidential election years–but what role do elections actually play in regards to market performance?
