portrait of Bill Greenwald

About Bill

As a seasoned financial advisor since 1993, I have advised clients during different life stages, complex investment situations and ever-changing market conditions. I work in partnership with my clients to achieve their goals with proven strategies I have used for over 28 years.

While our branch has helped clients in different stages in life, we focus on those clients planning retirement or those who have retired.

I have served as past president of the Kiwanis club, past president of the Andalusia chamber of commerce, and as a board trustee for the State of Alabama trust fund.

My wife, Pat, and I have four...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesSeptember 1993 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Louisiana State UniversityBachelors

Team Members

  • Nichole Cole
    Sr. Branch Office Administrator
  • Faith Brookshire
    Branch Office Administrator

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