Bill DeWandeler, Financial Advisor

FINANCIAL ADVISOR
Bill DeWandeler

CFP®, AAMS™
81 W Main St, Franklin, NC 28734opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances

About Bill

I began my career with Edward Jones during the Great Recession of 2008. I was struck by how many people I met who were receiving little, if any, communication from their financial advisors during the financial crisis of the time. Many of them turned to me as their trusted financial advisor, and I haven’t forgotten the lessons I learned of how important it is that people feel cared for and properly advised about their money and financial goals.

What makes this role especially rewarding is that this kind of personal care was modeled to me firsthand as an Edward Jones client....

Work History

  • Edward JonesJanuary 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Minnesota State Univ MoorheadBachelor of Arts

Personal Interests

  • Fishing
  • Camping
  • Traveling
  • Football

Team Members

  • Arthur Gross
    Branch Office Administrator
  • Sharon Perdue
    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 - 04:00PM
Sat Closed
Sun Closed

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