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Bill Hart

Senior Vice President, Financial Advisor

CFP®

Office Information


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Bill’s Locations

10751 Deerwood Park Boulevard, Suite 302
Jacksonville, FL 32256
(904) 600-5920

About Bill

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

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Insights from Bill

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Financial Planning

Elections, the Markets, and Your Financial Plan

Do elections impact market performance? Explore data-driven insights on how presidential and congressional elections affect investment returns—and what it means for your financial plan.
Bill Hart Jun 14, 2020
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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