Bill Stevens

Bill Stevens Email and Phone Number

Wealth Advisor @ Generous Wealth Advisors
Green Valley, AZ, US
Bill Stevens's Location
Green Valley, Arizona, United States, United States
Bill Stevens's Contact Details

Bill Stevens work email

Bill Stevens personal email

n/a

Bill Stevens phone numbers

About Bill Stevens

We exist to help our clients achieve their God-given potential. My team and I have spent years engineering a process to:□ Learn what truly matters to them now and over the rest of their lives,□ Understand their current reality, □ Help them get really clear about their financial priorities,□ Create a customized Roadmap based on their priorities, and □ Collaborate with clients to make progress towards their best possible future.We believe that good stewardship is the foundation to success in all areas of life. We work primarily with successful new retirees seeking balance in their lives. We are available, we communicate well, and we truly want the best for our clients’ lives.Generous Wealth Advisors is an EverSource Wealth Advisors team. Services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor.

Bill Stevens's Current Company Details
Generous Wealth Advisors

Generous Wealth Advisors

View
Wealth Advisor
Green Valley, AZ, US
Employees:
13
Bill Stevens Work Experience Details
  • Generous Wealth Advisors
    Wealth Advisor
    Generous Wealth Advisors
    Green Valley, Az, Us
  • Eversource Wealth Advisors
    Financial Advisor
    Eversource Wealth Advisors Aug 2023 - Present
    Green Valley, Arizona, United States
  • Generous Wealth Advisors
    Wealth Advisor
    Generous Wealth Advisors Apr 2004 - Present
    518 E. Whitehouse Canyon Road, Suite 110, Green Valley, Az 85614 520-393-0924
    We ask. We listen. We manage solutions. We help our clients get really clear about their financial priorities, and construct a roadmap to help them reach their goals. Our purpose is to help free clients to realize their God given potential.Generous Wealth Advisors is an EverSource Wealth Advisors team. Services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor.
  • Raymond James Financial Services, Inc.
    Independent Wealth Advisor / Registered Principal
    Raymond James Financial Services, Inc. Apr 2004 - Aug 2023
    Green Valley, Arizona
  • A.G. Edwards & Sons, Inc.
    V.P. - Investments; Financial Consultant
    A.G. Edwards & Sons, Inc. Dec 1993 - Apr 2004
  • Us Navy - Uss Curts, Ffg-38
    Auxiliaries Officer / Antisubmarine Warfare Officer
    Us Navy - Uss Curts, Ffg-38 Sep 1990 - Oct 1993
    Division officer.Veteran of Operations Desert Shield and Desert Storm, 1990-91.Forward deployed to Yokosuka, Japan.

Bill Stevens Skills

Retirement Planning

Bill Stevens Education Details

Frequently Asked Questions about Bill Stevens

What company does Bill Stevens work for?

Bill Stevens works for Generous Wealth Advisors

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

Bill Stevens's current role is Wealth Advisor.

What is Bill Stevens's email address?

Bill Stevens's email address is wi****@****mes.com

What is Bill Stevens's direct phone number?

Bill Stevens's direct phone number is +152059*****

What schools did Bill Stevens attend?

Bill Stevens attended University Of Arizona, Sahuarita High School.

What are some of Bill Stevens's interests?

Bill Stevens has interest in Cholula Hot Sauce, Llc, Christian Investment Forum, John Crist, Green Valley Sahuarita Interact, Community, Bluegrass Life, Arizona Christian University, Health/beauty, Outdoor Equipment Store.

What skills is Bill Stevens known for?

Bill Stevens has skills like Retirement Planning.

Who are Bill Stevens's colleagues?

Bill Stevens's colleagues are Jessica Riner, Daniel Phillips, Parker Morris, Cfp®, John R. Burch, Cfp®, Cka®, Elisabeth Prinz, Ross Thompson, Brandi Lobato, Cfp®.

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