Investment Counselor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Billy Lafferty Email & Phone Number
Helping individuals and families achieve financial balance | Entrepreneur | Licensed Financial Advisor | Dog Lover | Sports Enthusiast | Investor
at
Fisher Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Helping individuals and families achieve financial balance | Entrepreneur | Licensed Financial Advisor | Dog Lover | Sports Enthusiast | Investor
Location
United States, United States, United States
Who is Billy Lafferty? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Billy Lafferty is listed as Helping individuals and families achieve financial balance | Entrepreneur | Licensed Financial Advisor | Dog Lover | Sports Enthusiast | Investor at Fisher Investments, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Billy Lafferty.
Billy Lafferty previously worked as Investment Counselor at Fisher Investments and Financial Advisor at Westshore Financial Group, Inc.. Billy Lafferty holds Bachelor'S Degree, Finance, General from University Of Tampa.
Company email context
Email format at Fisher Investments
This section adds company-level context without repeating Billy Lafferty's masked contact details.
Fisher Investments
Review company-level records connected to Billy Lafferty before choosing the right outreach path.
Profile bio
About Billy Lafferty
I am originally from Buffalo, NY and grew up playing hockey and lacrosse. I played one year of lacrosse at UMass Lowell before finishing my undergraduate degree at the University of Tampa where I studied finance. I live in Largo now with my dog, Malloy. I enjoy playing golf, cooking BBQ on the Big Green Egg, and taking the dog for hikes. I am a financial advisor on a mission to help individuals be confident in their finances and experience financial balance. I believe in the importance of comprehensive financial advice to ensure the efficiency and balance of an overall portfolio. I have a focus on building a relationship-based practice centered around holistic advice. Everyone deserves to be confident and feel good about their finances. I take an educational and consultative approach to helping folks with their big picture plan. I accomplish this in a stress-free manner by walking clients through the details of all aspects including investments, protection, and cash flow organization. Feel free to call me at (716)697-2484 or email at billy.lafferty@westshorefinancial.com to discuss your goals today!Compliance ID:2022-5488/COMPLIANCE:2022-6600/
Current workplace
Billy Lafferty's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Billy Lafferty work experience
A career timeline built from the work history available for this profile.
Financial Advisor
I am a holistic financial advisor. I educate my clients and overlook all aspects of their finances to ensure maximum efficiency and balance. I start by helping people to get organized. I help people to become better savers, make sure they appropriately protected, and specialize in diversified investment management. When clients follow our process at.
Apr 2022 - Jan 2024
Financial Advisor
Financial Advisor at Morgan Stanley Virtual Advisor. Worked with existing clients of the national branch to build financial plans, consolidate assets, and make recommendations on investment products and strategies according to the clients needs. Consolidated approximately $4.8M of outside assets. Approximately $4.79M of solicited trading/investment.
Jun 2020 - Apr 2022
Business Development Specialist
Create new business relationships through networking and social media for sales of service and referrals. 100 cold calls per morning to book appointments for introduction/sales meetings. Report directly to the president/owner and the COO to ensure qualified prospects to target for sales meetings. Book two meetings per week with qualified prospects for.
Jan 2020 - Apr 2020
Finance Specialist & Employee Benefits Analyst
Analyzed and manipulated data of clients self-funded or fully-insured employee benefits plans to create presentations using Microsoft Office for client review meetings. Reported and role played those presentations with the COO for attending meetings, to increase my knowledge and communication skills. Marketed clients to insurance carriers through the.
Jan 2019 - Jan 2020
Employee Benefits Analyst
Responsible for data entry for client proposals from insurance carriers, and creating spreadsheets. Learned about the back office process, marketing clients to carriers, and how to analyze and manipulate the data.
Aug 2018 - Dec 2018
Intern
Time spent assisting and learning from people in all departments including the COO and owner. Gained a well-rounded overview of the employee benefits brokerage business.
Sep 2017 - Jul 2018
3 education records
Billy Lafferty education
Bachelor'S Degree, Finance, General
University Of Tampa
Bachelor'S Degree, Fi
University Of Massachusetts Lowell
High School Diploma
Canisius High School
FAQ
Frequently asked questions about Billy Lafferty
Quick answers generated from the profile data available on this page.
What company does Billy Lafferty work for?
Billy Lafferty works for Fisher Investments.
What is Billy Lafferty's role at Fisher Investments?
Billy Lafferty is listed as Helping individuals and families achieve financial balance | Entrepreneur | Licensed Financial Advisor | Dog Lover | Sports Enthusiast | Investor at Fisher Investments.
Where is Billy Lafferty based?
Billy Lafferty is based in United States, United States, United States while working with Fisher Investments.
What companies has Billy Lafferty worked for?
Billy Lafferty has worked for Fisher Investments, Westshore Financial Group, Inc., Morgan Stanley, and Sullivan (Refined Benefits).
How can I contact Billy Lafferty?
You can use AeroLeads to view verified contact signals for Billy Lafferty at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Billy Lafferty attend?
Billy Lafferty holds Bachelor'S Degree, Finance, General from University Of Tampa.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial