Bill Shank Email and Phone Number
Bill Shank work email
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Bill Shank personal email
Bill Shank phone numbers
I have more than 25 years of experience and specialize in retirement planning, business investment plans, individual wealth accumulation and preservation strategies. I understand the concerns people have when it comes to managing their finances; safety of their assets, growth of their portfolio and personal service. The services I offer include: • Retirement planning – help with old 401k accounts• Estate planning – Wills, Trusts, and charitable giving• Financial planning – insurance and long-term care• Education planning – 529 plans• Investment planning – advisory fee-based investingI can also offer a second opinion on your current financial situation and goals. In today’s increasingly complex financial markets, longer life expectances, fluctuating medical policies, wavering pensions and social security promises, working with an investment professional is more important than ever. Finding a trusted, qualified advisor that can help you define your big picture financial goals and establish the right financial strategies to pursue them is one of the most important decisions you can make. We are an independently owned and operate branch office aligned with LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities Offered Through LPL Financial, A Registered Investment Adviser. Member FINRA/SIPC. Please refer to Contacts and Personal Info section of this Profile for hyperlinks to FINRA and SIPC. Bill Shank, the LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, GA, LA, MT, ND, SC, TX
Shank Wealth Management
View- Website:
- shankwm.com
- Employees:
- 6
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Ceo & FounderShank Wealth Management Nov 2006 - PresentShank Wealth Management is an independent Wealth Management firm with a consistent, disciplined process. We are a team of Financial Planners with more than 50 plus years of combined experience helping clients meet objectives well beyond their investment goals. Our clients receive sophisticated financial planning, portfolio management, and personalized client services.
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Vice Chairman Of The BoardKingwood Medical Center: Hca Affiliated Hospital 2006 - PresentServing North Harris, East Montgomery and Liberty Counties for more than 18 years, Kingwood Medical Center’s commitment to providing patients with quality care in a convenient location continues to strengthen. The hospital demonstrates its dedication to the communities it serves through its growth, investments and achievements. -
Board MemberSouthern Texas Pga 2004 - PresentThe Southern Texas Section of the PGA of America is comprised of over 800 golf professionals representing over 200 facilities in Southern Texas. Our geographic area includes Beaumont, Houston, Bryan-College Station, Austin, San Antonio, Corpus Christi and the Rio Grande Valley. The purpose of our organization is to promote enjoyment and involvement in the game of golf, and to contribute to its growth by providing services to golf professionals and the golf industry. The PGA will accomplish this mission by enhancing the skills of its professionals and the opportunities for amateurs, employers, manufacturers and the general public. In so doing, the PGA will elevate the standards of the professional golfers vocation, enhance the economic well-being of the individual member, stimulate interest in the game of golf, and promote the overall vitality of the game. In addition to providing services to golf professionals and to the golf industry, the Southern Texas Section of the PGA offers an extensive tournament program within which professionals, amateurs and junior golfers can compete. -
Chairman Of The Board Of DirectorsBe An Angel Fund 2000 - PresentIt is our MISSION improve the quality of life for children with multiple disabilities or profound deafness by providing wheelchairs, hearing aids and other adaptive equipment and select services to individuals and institutions that require a supplement to alternative means of funding.Our VISION is to use all available means to help create a world where every child that is Multiply Handicapped or Profoundly Deaf has the opportunity to experience improvements in the personal quality of life, in order to facilitate that child’s ability to grow physically and emotionally to the full extent of their individual capacity.As a Caring, committed and compassionate support system, Be An Angel’s vision is founded upon the belief that identifying and fulfilling the needs of these very special children by providing Adaptive Equipment, Special Services and Programs will provide the spark that will brighten their lives.This Vision is driven by the belief that our Creator endowed each of us with a limitless capacity for love and compassion. There is no greater expression of love and compassion than to commit time, energy, and financial resources in the service of others.Be An Angel believes that every child is important in this world and can contribute to others in a meaningful way. The equipment, services, and programs that we are able to provide contribute to a longer, more productive and fuller life for the children we serve.
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Lifetime Member: Committee MemberHouston Livestock Show And Rodeo 1991 - Present -
Calf Scramble Arena Committee MemberHouston Livestock Show And Rodeo 1991 - PresentThe committee plans and organizes the actual scramble event held at each Rodeo performance. Committee members instruct contestants, escort them to the arena and assist with captured calves, as well as keep arena records.
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Financial AdvisorAg Edwards 2003 - Oct 2006 -
Board MemberLake Houston Area Chamber Of Commerce 2000 - 2006The Lake Houston Area Chamber of Commerce is a voluntary organization of professional business men and women who have joined together for the purpose of promoting the civic and commercial progress of our combined communities. -
Financial AdvisorEdward Jones 1994 - 2003 -
ManagementBealls Department Stores 1970 - 1986Family Business
Bill Shank Skills
Bill Shank Education Details
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Bba, Finance And Management -
Texas Military Institute
Frequently Asked Questions about Bill Shank
What company does Bill Shank work for?
Bill Shank works for Shank Wealth Management
What is Bill Shank's role at the current company?
Bill Shank's current role is Financial Advisor, CEO & Founder at Shank Wealth Management..
What is Bill Shank's email address?
Bill Shank's email address is bi****@****are.com
What is Bill Shank's direct phone number?
Bill Shank's direct phone number is +128135*****
What schools did Bill Shank attend?
Bill Shank attended Texas Tech University - Rawls College Of Business, Texas Military Institute.
What are some of Bill Shank's interests?
Bill Shank has interest in Golfing.
What skills is Bill Shank known for?
Bill Shank has skills like Inspection, Wealth Management, Securities.
Who are Bill Shank's colleagues?
Bill Shank's colleagues are Brenda Jackson, Megan Gaskamp, Pam Mcnair.
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