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portrait of Bill D Hay
FINANCIAL ADVISOR

Bill D Hay

1605 Foxtrail Drive, Suite 280, Loveland, CO 80538opens in a new window
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About Bill

With over twenty years of experience being a financial advisor with Edward Jones, we assist in the financial affairs of many multi-generational families and businesses across the country. I was named a limited partner in 2007 and became a regional leader in 2017 for more than 60 offices located in Northern Colorado. I was honored to be named a general partner in 2020.

I believe it is fundamental for you to feel understood, informed and secure. It is essential for me to know what you value to create personalized strategies to help you reach your individual goals. Using an established...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2000 to Current

Education

  • Univ of Northern ColoradoBachelors

Personal Interests

  • Hockey
  • Skiing
  • Golfing
  • Coaching Sports

Team Members

  • Kim Paxton
    Sr. Branch Office Administrator
  • Cheri Pimple
    Sr. Branch Office Administrator

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 - 04:00PM
Sat Closed
Sun Closed

Phone

(970) 203-9658

Fax

(855) 823-3078

Office Address

1605 Foxtrail Drive
Suite 280
Loveland, CO 80538opens in a new window

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