Bill Van Law

Bill Van Law Email and Phone Number

CEO & Founder of WVL Group - Business and Succession Planning for Independent Financial Advisory Firms @ WVL Group
Bill Van Law's Location
St Petersburg, Florida, United States, United States
Bill Van Law's Contact Details

Bill Van Law work email

Bill Van Law personal email

n/a

Bill Van Law phone numbers

About Bill Van Law

Bill Van Law is an experienced financial professional with a track record of success. Perhaps most importantly, Bill is known for his commitment and compassion as a leader in business and the community. A frequent speaker and industry thought leader, Bill has been quoted in numerous publications including Wealth Management, Think Advisor, Investment News, Research and On Wall Street. He has spoken and led sessions at many of the top events in the wealth industry, including Barron’s Top Independent Advisors Summits, Tiburon CEO summits, Deals & Deal Makers Summit and Market Counsel. He also leads sessions for Wealth firms of all sizes including strategic planning workshops as well as keynote addresses for corporate events. Prior to launching the WVL Group, Bill served as President of the Raymond James Investment Advisors division. Prior to assuming this role, Bill spent five years as National Director of Business Development for Raymond James Financial Services. He was also a member of the Board of Directors for RJFS. Before that, Bill spent four years with Raymond James & Associates where he was Director of the Mid States Division and a member of the Executive Council for RJA. Bill served as Executive Director of the Raymond James Advisor Select division from its inception until January 2006.Bill spent eighteen years at Merrill Lynch, serving in a variety of leadership roles during his tenure. He began his career as a financial advisor in Jacksonville Beach, Florida. Bill was an advisor for over 12 years and a million-dollar producer his final two years as an advisor. As a leader and innovator, he built a fee-based practice early in his career, with a focus on Financial and Estate Planning along with Portfolio Management. He also served in a variety of leadership roles, including Branch Manager, District Sales Manager, and Director of two Complexes. Bill has a passion for training and enjoyed one of the top success rates for developing new advisors. He has spoken frequently at training events for both advisors and managers. While at Merrill, Bill also served on the National Training Advisory Committee and the Financial Planning Committee.Bill graduated Cum Laude with a BBA in Management from Univ. of North Florida. He also earned his Certificate in Management Information Systems from UNF. In 1990 he earned his Certified Financial Planner™ marks of distinction and also served on the Adjunct Faculty for the College of Financial Planning and taught the CFP® program.

Bill Van Law's Current Company Details
WVL Group

Wvl Group

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CEO & Founder of WVL Group - Business and Succession Planning for Independent Financial Advisory Firms
Website:
wvl-group.com
Employees:
2
Bill Van Law Work Experience Details
  • Wvl Group
    Ceo & Founder
    Wvl Group 2018 - Present
    St Petersburg, Florida, United States
    WVL Group is a consultancy founded by Bill Van Law, a 30+ year veteran of the financial services industry. Vision, strategy and execution are hallmarks & commitments that are at the core of every consulting engagement. There are a myriad of challenges to building & operating a vibrant, profitable growth oriented wealth firm. While there are many former executives offering advice, few have a track record of demonstrated growth & success in a variety of roles that have led to dramatic & transformational change. Developing & leading teams to achieve strategic growth & change has been a focus during Bill’s entire career. As a C-level executive, he built world-class organizations, delivering innovative solutions and visionary leadership that served to integrate technology, marketing and process improvement, which led to transformational change, accelerated growth, and outstanding financial results. Continuing his dedication to the success of industry leaders & their firms, Bill is committed to helping companies within the financial services & fintech arenas refine business strategy, accelerate growth and build significant organizational capability. He partners with senior level executives to drive strategic change and business turnarounds for small, mid-sized and Fortune 500 financial companies. Providing innovative solutions to these and other issues is a passion for Bill and the WVL Group. Our primary mission is partnering with founders to develop & implement business & succession plans that build on their legacy for the long-term benefit of clients, founders, and next gen leadership teams.Learn more at https://www.WVL-Group.com/
  • Raymond James
    President, Investment Advisors Division
    Raymond James 2012 - 2018
    St. Petersburg, Florida
    Led the re-launch of the RIA Custody Business leading to significant increases in growth and retention across the entire PCG organization. Developed a unique value proposition designed to attract high quality Advisors and RIAs. Hired and developed a team that delivered an improved client experience while also driving strategic change and strong financial results.
  • Raymond James Financial Services
    National Director Of Business Development
    Raymond James Financial Services 2006 - 2012
    Built a regionally segmented recruiting team designed to reestablish the growth momentum at RJFS. Created new lead sources, improved advertising and PR and refined how the firm was positioned to prospective advisors.
  • Raymond James And Associates
    Senior Vice President, Director - Mid States Division
    Raymond James And Associates 2003 - 2006
    Developed and built a leadership team to improve productivity, occupancy levels and growth. Created a new compensation program for managers, a reporting process to track the achievement of goals and developed comprehensive training programs for both managers and advisors.
  • Raymond James Financial, Inc.
    Executive Director, Advisor Select Division
    Raymond James Financial, Inc. 2003 - 2006
    Developed and launched the Independent Employee Platform. This new affiliation option was utilized to improve retention and increase the overall growth levels at RJA.
  • Merrill Lynch
    Private Client Group
    Merrill Lynch 1984 - 2002
    Actively recruited new and experienced advisors to grow market share and increase revenues. Led numerous training programs for both managers and financial advisors. Started as Financial Advisor and was promoted to a variety of management roles: Branch Manager, District Sales Manager, and Director of two Complexes. Served on the National Training Advisory Committee and the Financial Planning Committee.Received numerous awards, including membership in Merrill’s Executive’s Club, President’s Club, Chairman’s Council, Charles E. Merrill Circle and the Circle of Excellence.

Bill Van Law Skills

Asset Allocation Asset Management Business Strategy Executive Management Change Leadership Financial Results Business Development Certified Financial Planner Board Of Directors Business Advisory

Bill Van Law Education Details

Frequently Asked Questions about Bill Van Law

What company does Bill Van Law work for?

Bill Van Law works for Wvl Group

What is Bill Van Law's role at the current company?

Bill Van Law's current role is CEO & Founder of WVL Group - Business and Succession Planning for Independent Financial Advisory Firms.

What is Bill Van Law's email address?

Bill Van Law's email address is cv****@****att.net

What is Bill Van Law's direct phone number?

Bill Van Law's direct phone number is +172752*****

What schools did Bill Van Law attend?

Bill Van Law attended The Wharton School, College For Financial Planning, University Of North Florida, University Of North Florida.

What skills is Bill Van Law known for?

Bill Van Law has skills like Asset Allocation, Asset Management, Business Strategy, Executive Management, Change Leadership, Financial Results, Business Development, Certified Financial Planner, Board Of Directors, Business Advisory.

Who are Bill Van Law's colleagues?

Bill Van Law's colleagues are Owotomose Babatope, Marybeth Dull.

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