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.
- MBA, University of North Florida
- BS, University of Florida
- CERTIFIED FINANCIAL PLANNER™ Professional
The Carr-Hart-Neeley Financial Advisory team is located in our Jacksonville - Town Center office.
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Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Jacksonville - Town Center office advisors are not affiliated with LPL Financial.