portrait of Bill Barlowe
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Bill

Life is complicated and full of challenges, but knowing you have a trusted partner to help you achieve your serious goals is reassuring. Simply said – Together, We Are Stronger!!!

Whether you're planning for or living in retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, you and I will partner together to develop and manage custom strategies to help you achieve each of your goals. I regularly monitor your progress and together, we make tactical adjustments to help you stay on track.

What makes it personal?...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2015 to Current

Certifications

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Football
  • Traveling
  • Auto Racing

Team Members

  • Shari Libak
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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