Bill Westfall Email & Phone Number
@edwardjones.com
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Who is Bill Westfall? Overview
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Bill Westfall is listed as Director of Finance and Compliance at AWAKEN RV, a company with 4 employees, based in Wadsworth, Ohio, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Bill Westfall.
Bill Westfall previously worked as Financial Advisor at Edward Jones and Senior Financial Analyst at Forest City Enterprises. Bill Westfall holds Accounting, Decision Sciences from Miami University.
Email format at AWAKEN RV
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AeroLeads found 1 current-domain work email signal for Bill Westfall. Compare company email patterns before reaching out.
About Bill Westfall
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
Listed skills include Equity Investments, Business Retirement Plans, Individual Retirement Accounts, Education Savings, and 1 others.
Bill Westfall's current company
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Bill Westfall work experience
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Financial Advisor
Current
Senior Financial Analyst
Experienced Auditor
Staff Accountant
Bill Westfall education
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Miami University
Frequently asked questions about Bill Westfall
Quick answers generated from the profile data available on this page.
What company does Bill Westfall work for?
Bill Westfall works for AWAKEN RV.
What is Bill Westfall's role at AWAKEN RV?
Bill Westfall is listed as Director of Finance and Compliance at AWAKEN RV.
What is Bill Westfall's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Bill Westfall at AWAKEN RV.
Where is Bill Westfall based?
Bill Westfall is based in Wadsworth, Ohio, United States while working with AWAKEN RV.
What companies has Bill Westfall worked for?
Bill Westfall has worked for Awaken Rv, Edward Jones, Forest City Enterprises, Pwc, and Bober Markey Fedorovich.
How can I contact Bill Westfall?
You can use AeroLeads to view verified contact signals for Bill Westfall at AWAKEN RV, including work email, phone, and LinkedIn data when available.
What schools did Bill Westfall attend?
Bill Westfall holds Accounting, Decision Sciences from Miami University.
What skills is Bill Westfall known for?
Bill Westfall is listed with skills including Equity Investments, Business Retirement Plans, Individual Retirement Accounts, Education Savings, and Annuities.
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