Bill Stade

Bill Stade Email and Phone Number

Managing Director @ Capitol Securities | CFP Certified @ Capitol Securities Management
reston, virginia, united states
Bill Stade's Location
Reston, Virginia, United States, United States
Bill Stade's Contact Details

Bill Stade work email

Bill Stade personal email

About Bill Stade

As a Managing Director-Retirement Services at Capitol Securities Management, I lead a team of professionals who provide comprehensive and customized solutions for individuals and corporations. We help our clients achieve their retirement and financial goals, using our expertise in retirement income planning, asset management strategies, and 401(k) consulting.My mission is to deliver exceptional service and value to our clients, who currently include 250 individuals and corporate accounts. I leverage my Certified Financial Planner (CFP) credential and 30+ years of experience in the financial services industry to create and implement tailored plans that address the unique needs and challenges of each client. I also partner with other experts and advisors to ensure our clients have access to the best resources and opportunities in the market.

Bill Stade's Current Company Details
Capitol Securities Management

Capitol Securities Management

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Managing Director @ Capitol Securities | CFP Certified
reston, virginia, united states
Website:
capitolsecurities.com
Employees:
113
Bill Stade Work Experience Details
  • Capitol Securities Management
    Managing Director-Retirement Services
    Capitol Securities Management 1994 - Present
    Reston, Virginia
    Our team currently has 250 individual and corporate clients. We assist individuals with retirement and financial planning. Our institutional group does 401(k) consulting.
    View
  • Westinghouse
    Engineer
    Westinghouse Jun 1991 - Jan 1994

Bill Stade Skills

Asset Management Asset Allocation Series 7 Strategic Planning Retirement Planning Wealth Management Series 63 Securities Financial Planning Fixed Income Microsoft Office Mutual Funds Insurance Alternative Investments Certified Financial Planner 401 Consultant

Bill Stade Education Details

Frequently Asked Questions about Bill Stade

What company does Bill Stade work for?

Bill Stade works for Capitol Securities Management

What is Bill Stade's role at the current company?

Bill Stade's current role is Managing Director @ Capitol Securities | CFP Certified.

What is Bill Stade's email address?

Bill Stade's email address is ws****@****hoo.com

What is Bill Stade's direct phone number?

Bill Stade's direct phone number is +170396*****

What schools did Bill Stade attend?

Bill Stade attended College Of Financial Planning, Lehigh University.

What skills is Bill Stade known for?

Bill Stade has skills like Asset Management, Asset Allocation, Series 7, Strategic Planning, Retirement Planning, Wealth Management, Series 63, Securities, Financial Planning, Fixed Income, Microsoft Office, Mutual Funds.

Who are Bill Stade's colleagues?

Bill Stade's colleagues are Eduardo Sevillano, Jon Stankovich, Jim Wallace, Louis Pepe, Shannon Cooper, David Shenton, Christina Ricci French.

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