William

William "Bill" R. Gervasi, Crpc®, Aams® Email and Phone Number

Financial Advisor at Edward Jones @ Edward Jones
st. louis, missouri, united states
William "Bill" R. Gervasi, Crpc®, Aams®'s Location
Greater Houston, United States
William "Bill" R. Gervasi, Crpc®, Aams®'s Contact Details

William "Bill" R. Gervasi, Crpc®, Aams® work email

William "Bill" R. Gervasi, Crpc®, Aams® personal email

William "Bill" R. Gervasi, Crpc®, Aams® phone numbers

About William "Bill" R. Gervasi, Crpc®, Aams®

At Edward Jones, we understand why you're investing. You have specific financial goals and the desire to provide for yourself and your loved ones. Because we serve individual investors and business owners, our resources are dedicated to helping you reach your long-term financial goals. That's why we live and work in your community.Our branch team is here to assist our clients to make informed decisions through education, consistent communication, and client service excellence. It is our goal through hard work, integrity, and face to face personal service to be your most trusted advisor.Call or email us today, 281-259-7644 or bill.gervasi@edwardjones.com, to set up your complimentary appointment to experience the Edward Jones difference.My focus is: Investment Services, Retirement Planning, College Savings Plans, Life Insurance, Long-Term Care Insurance, Advisory Solutions, Separately Managed Account Programs, 401(k) Options, 403(b)s, Annuities, Exchange Traded Funds (EFTs), Individual Stocks, Bonds and CDs./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

William "Bill" R. Gervasi, Crpc®, Aams®'s Current Company Details
Edward Jones

Edward Jones

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Financial Advisor at Edward Jones
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
William "Bill" R. Gervasi, Crpc®, Aams® Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Sep 2013 - Present
    The Woodlands/Magnolia, Texas
    We assist our clients with custom tailored financial strategies that match up to their risk tolerance and help people reach their goals. Whether you are still saving for retirement, nearing retirement or already in the distribution phase, we have the financial tools and resources to help you. We believe in doing business one on one and face to face. Call our office at 281-259-7644 to set up your complimentary initial consultation. www.edwardjones.com/bill-gervasi
    View
  • Greater Magnolia Parkway Chamber Of Commerce
    Member Board Of Directors
    Greater Magnolia Parkway Chamber Of Commerce Jan 2017 - Dec 2019
    Magnolia, Texas
  • Magnolia Parkway Chamber Of Commerce
    Member Board Of Directors
    Magnolia Parkway Chamber Of Commerce Jun 2015 - Mar 2017
    Magnolia, Texas
    I served on the board of directors and helped to support and grow the business district in Magnolia, Texas.
  • User-Friendly Media
    Sales Recruting Manager
    User-Friendly Media Jul 2008 - Mar 2013
    The Woodlands Tx 77380
    Responsible for identifying and hiring all sales people and sales managers for national media company covering 8 states with 17 offices. The company produces print yellow page directories and local community web sites. The company has around 300 employees currently.
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  • Affiliated Mortgage Company
    Vice President-Regional Account Executive, Northcentral Region
    Affiliated Mortgage Company Apr 2005 - Jun 2008
    Affiliated Mortgage, formerly know as Irwin Mortgage Opened and developed 2 regions for company which covered 22 state, my primary region, North Central covered 7 states around the Great Lakes and 15 States in the North East region for a re-start up of Correspondent lending channel, formerly the Dime Banks correspondent Channel which later went to Irwin Mortgage. Responsible for reestablishing and expanding relationships during the industry collapse. Grew business in 6 months from zero to 60 million in monthly production and an annual production of 720 Million.
  • Aegis Wholesale Corporation
    Account Executive
    Aegis Wholesale Corporation Jan 2004 - Dec 2005
    Opened new mortgage wholesale office in Michigan and established the company name by building a customer base from the ground up along with 3 other Account executives.
  • Sovereign Mortgage
    Account Executive Mi, In
    Sovereign Mortgage Jan 2004 - Jul 2005
    Opened new Wholesale and Correspondent sales territory for Bank.
  • Gmac Bank
    A.V.P.Michigan Territory - Account Excutive -Correspondent Lending, Michigan
    Gmac Bank Jan 2004 - Jun 2004
    Solicited Close Loan and Table Funded loans, Correspondent Loans, Flow and Mandatory Business, Mini-Bulk, Bulk, AOTs, FNMA 3D and Conduit-Life
  • Aegis Wholesale Lending
    Account Executive
    Aegis Wholesale Lending Feb 2003 - Jan 2004
    Help Build the business of a open new mortgage wholesale office in Michigan and establish the company name by helping to build a customer base from the ground up along with 3 other Account executives.
  • Suntrust Mortgage
    Account Executive
    Suntrust Mortgage Oct 1996 - Feb 2003
    Opened Michigan, Indiana ,Ohio for Wholesale division, consistently in top 10 Sales Executive in the bank's Wholesale Mortgage division in volume and profitability.Made President club for profitability and volume 3 out of 6 years.
  • Michigan Mortgage Brokers Association
    Bord Member
    Michigan Mortgage Brokers Association 2000 - 2002
    Director of Michigan Mortgage Brokers Association. Nominated for Affiliate of the Year 2000-2002. Affiliate of the Year 2003 Legislative Chairman 2004-2005 MMBA PAC CO-chair 2004 Board Liaison for Membership Committee 2001 Nominated for Distinguished Leadership Award 2000 PAC Chair 2000-2005
  • Norwest Mortgage
    Account Executive Mi, In
    Norwest Mortgage Oct 1995 - Sep 1996
    Opened Michigan and Indiana, built account base from zero accounts to 77 accounts before Northwest merged with Prudential Mortgage and pulled out of lending for 6 months
  • Washtenaw Mortgage Company
    Account Executive, Wholesale / Correspondent. In,Ky,Tn ,Mn
    Washtenaw Mortgage Company Aug 1989 - Oct 1995
    Opened and developed business relationships throughout Indiana, Kentucky, Tennessee, and Minnesota from the ground up. Consistently one of the top two producers for the company out of 34 Account Executives.Responsible for managing 225 brokers accounts with a 90% activity rate across 4 States and greater then a billion in mortgage loan production of FHLMC, FNMA, Jumbo.

William "Bill" R. Gervasi, Crpc®, Aams® Skills

Mortgage Lending Mortgage Banking Sales Sales Management Leadership Loans Management Relationship Management New Business Development Start Ups Account Management Team Building B2b Sales Presentations Residential Mortgages Sales Operations Sales Process Refinance Investments Retirement Planning Financial Markets Series 7 Mutual Funds Territory Management Training Personal Training Territory Development Regional Development Territory Startup And Turnaround Territory Growth/development Key Account Relationship Management Territory Expansion Human Resources Inspiring People Adaptable To Changes Wealth Strategies

William "Bill" R. Gervasi, Crpc®, Aams® Education Details

Frequently Asked Questions about William "Bill" R. Gervasi, Crpc®, Aams®

What company does William "Bill" R. Gervasi, Crpc®, Aams® work for?

William "Bill" R. Gervasi, Crpc®, Aams® works for Edward Jones

What is William "Bill" R. Gervasi, Crpc®, Aams®'s role at the current company?

William "Bill" R. Gervasi, Crpc®, Aams®'s current role is Financial Advisor at Edward Jones.

What is William "Bill" R. Gervasi, Crpc®, Aams®'s email address?

William "Bill" R. Gervasi, Crpc®, Aams®'s email address is wi****@****bal.net

What is William "Bill" R. Gervasi, Crpc®, Aams®'s direct phone number?

William "Bill" R. Gervasi, Crpc®, Aams®'s direct phone number is +181059*****

What schools did William "Bill" R. Gervasi, Crpc®, Aams® attend?

William "Bill" R. Gervasi, Crpc®, Aams® attended Leadership Montgomery County, Central Michigan University.

What skills is William "Bill" R. Gervasi, Crpc®, Aams® known for?

William "Bill" R. Gervasi, Crpc®, Aams® has skills like Mortgage Lending, Mortgage Banking, Sales, Sales Management, Leadership, Loans, Management, Relationship Management, New Business Development, Start Ups, Account Management, Team Building.

Who are William "Bill" R. Gervasi, Crpc®, Aams®'s colleagues?

William "Bill" R. Gervasi, Crpc®, Aams®'s colleagues are Rachel Bax, Charis Walker, Sara Schmidt, Karen Valle, Erlina Ciraldo, Milap Mehta, Doug Schoen.

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