Bill Callis
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Bill Callis Email & Phone Number

Managing Director, The Advanced Planning Group / Financial Advisor, RJFS at APG Wealth Management
Location: Dallas-Fort Worth Metroplex, United States 6 work roles 2 schools
2 work emails found @raymondjames.com 5 phones found area 727 and 214 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 5 phones

Work email p****@raymondjames.com
Direct phone (727) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Managing Director, The Advanced Planning Group / Financial Advisor, RJFS
Location
Dallas-Fort Worth Metroplex, United States

Who is Bill Callis? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bill Callis is listed as Managing Director, The Advanced Planning Group / Financial Advisor, RJFS at APG Wealth Management, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, 214, and a matched LinkedIn profile for Bill Callis.

Bill Callis previously worked as Managing Director, Partner / Financial Advisor, RJFS at Apg Wealth Management and Managing Director, Partner / Financial Advisor, RJFS at The Advanced Planning Group. Bill Callis holds Bachelor Of Science from Cornell University.

Company email context

Email format at APG Wealth Management

This section adds company-level context without repeating Bill Callis's masked contact details.

*@raymondjames.com
71% confidence

AeroLeads found 2 current-domain work email signals for Bill Callis. Compare company email patterns before reaching out.

Profile bio

About Bill Callis

For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Listed skills include Investments, Insurance, Series 7, Mutual Funds, and 8 others.

Current workplace

Bill Callis's current company

Company context helps verify the profile and gives searchers a useful next step.

APG Wealth Management
Apg Wealth Management
Managing Director, The Advanced Planning Group / Financial Advisor, RJFS
AeroLeads page
6 roles · 27 years

Bill Callis work experience

A career timeline built from the work history available for this profile.

Managing Director, Partner / Financial Advisor, Rjfs

Current

Dallas, Texas, Us

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. APG Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Nov 2013 - Present

Managing Director, Partner / Financial Advisor, Rjfs

Current
The Advanced Planning Group

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.The Advanced Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Nov 2013 - Present

Senior Vice President

New York, Ny, Us

2000 - 2003 ~3 yrs
2 education records

Bill Callis education

Bachelor Of Science

Cornell University

Education record

Midwest City High School
FAQ

Frequently asked questions about Bill Callis

Quick answers generated from the profile data available on this page.

What company does Bill Callis work for?

Bill Callis works for APG Wealth Management.

What is Bill Callis's role at APG Wealth Management?

Bill Callis is listed as Managing Director, The Advanced Planning Group / Financial Advisor, RJFS at APG Wealth Management.

What is Bill Callis's email address?

AeroLeads has found 2 work email signals at @raymondjames.com for Bill Callis at APG Wealth Management.

What is Bill Callis's phone number?

AeroLeads has found 5 phone signal(s) with area code 727, 214 for Bill Callis at APG Wealth Management.

Where is Bill Callis based?

Bill Callis is based in Dallas-Fort Worth Metroplex, United States while working with APG Wealth Management.

What companies has Bill Callis worked for?

Bill Callis has worked for Apg Wealth Management, The Advanced Planning Group, Southwest Securities, Inc., Wells Fargo Advisors, Llc, and Banc Of America Investments.

How can I contact Bill Callis?

You can use AeroLeads to view verified contact signals for Bill Callis at APG Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Bill Callis attend?

Bill Callis holds Bachelor Of Science from Cornell University.

What skills is Bill Callis known for?

Bill Callis is listed with skills including Investments, Insurance, Series 7, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, and Securities.

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