Team Members
Carrie LeonardBranch Office Administrator
About William
Providing financial confidence during significant life events, and celebrating milestones along the way, fulfills my passion for helping people as an Edward Jones financial advisor.
The first step is having a conversation about what is most important to you, utilizing a comprehensive process tailored for your retirement, business and estate considerations, and partnering with your accountant, attorney and other trusted professionals to deliver solutions specifically designed for you and your loved ones.
Being a financial advisor provides me with the privilege to make a positive impact in our community outside of the office, as well.
Currently, I serve as the board chairman...
The first step is having a conversation about what is most important to you, utilizing a comprehensive process tailored for your retirement, business and estate considerations, and partnering with your accountant, attorney and other trusted professionals to deliver solutions specifically designed for you and your loved ones.
Being a financial advisor provides me with the privilege to make a positive impact in our community outside of the office, as well.
Currently, I serve as the board chairman...
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Intergenerational Planning
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | 09:00AM - 01:00PM |
| Fri | 09:00AM - 01:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | 09:00AM - 01:00PM |
| Fri | 09:00AM - 01:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
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