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portrait of Bill Gordon
FINANCIAL ADVISOR

Bill Gordon

AAMS™
4821 S Peoria Ave, Tulsa, OK 74105opens in a new window
CallSend Me a Message

About Bill

I joined Edward Jones in January of 2010 as a financial advisor in the Brookside area of Tulsa, Ok, where I partner with serious, individual long-term investors to develop tailored financial strategies and work toward achieving their goals. I've earned the Accredited Asset Management Specialist™ (AAMS)* professional designation.

I'm proud to serve a diverse group of clients, many of whom are highly successful business owners. Together, we develop sustained, long-term strategies, whether their goals involve creating, spending, giving, protecting or transferring wealth. A particular joy is working with charitably-minded clients and families that seek to create multi-generational wealth. In order to...

Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Nicki Perry
    Sr. Branch Office Administrator
  • Cade Bennett
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(918) 712-9717

Fax

(888) 579-3958

Office Address

4821 S Peoria Ave
Tulsa, OK 74105opens in a new window

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