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portrait of Bill Byrne
FINANCIAL ADVISOR

Bill Byrne

CEPA®
1715 Berglund Ln Ste 103, Melbourne, FL 32940opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Bill

At Edward Jones, my objective is to provide clients with superior service tailored to their unique needs. Financial goals can change throughout life; having a clear and comprehensive understanding of your values, both personally and financially, helps me serve in the most meaningful way possible. I will work closely with your CPA, attorney and our home office in developing and maintaining the financial strategy most appropriate for you.

Originally from New York, I moved to Florida in 1994. I have since remained in Brevard, enjoying everything the Space Coast has to offer, especially the golf and boating opportunities. My wife,...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2020 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of North FloridaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast
  • Vintage Cars

Team Members

  • Ashley Cappola
    Associate Financial Advisor
  • Terri Janssen
    Sr. Branch Office Administrator
  • Coral Perez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(321) 255-2552

Fax

(877) 222-1411

Office Address

1715 Berglund Ln Ste 103
Melbourne, FL 32940opens in a new window

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