portrait of Bill Gervasi
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Bill

Residing with my family in The Woodlands/Magnolia area since 2008, the importance of serving the community I live in is fundamental to me. In 2008, my wife of over 30 years, Patty, along with our three children, moved from Michigan where I worked as an executive in the mortgage banking industry for 20 years.

I attended and graduated from Central Michigan University where I received my bachelor of science degree in business administration.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you and your family are working toward before you invest your money....

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Central Michigan UniversityBachelor of Science

Personal Interests

  • Vintage Cars
  • Traveling
  • Baseball
  • Scuba Diving
  • Golfing

Team Members

  • Cheyenne Bingham
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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