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Specialties
We work with successful new retirees seeking to balance the desire to maximize their life style with the need to preserve their capital for longevity and legacy purposes.
History
Established in 2004.
In April, 2004 Bill opened W. F. Stevens Financial Advisors, LLC. Prior to forming his own company Bill was a financial advisor in Green Valley for 10 years with A.G. Edwards & Sons, Inc.
Meet the Business Owner
Bill S.
Business Owner
Born in Grosse Pointe, Michigan, Bill grew up in the Denver, Colorado, area and moved to Green Valley, Arizona, at age 16. A graduate of Sahuarita High School, Bill received a bachelor’s degree in civil engineering from the University of Arizona. He was a seagoing officer in the United States Navy for five years, serving in combat during Operation Desert Storm.
In April, 2004 Bill opened W. F. Stevens Financial Advisors, LLC. Prior to forming his own company Bill was a financial advisor in Green Valley for 10 years with A.G. Edwards & Sons, Inc.