William Borders

William Borders Email and Phone Number

Senior Vice President, Financial Advisor @ Wealth Enhancement Group
Bowling Green, KY, US
William Borders's Location
Bowling Green, Kentucky, United States, United States
William Borders's Contact Details

William Borders personal email

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William Borders phone numbers

About William Borders

Bill has 30 years in the financial services industry. Beginning his career as a Commercial Lender for a regional bank, he later transitioned over to Morgan Keegan as Branch Manager and Investment Advisor. Bill joined Landmark Financial Advisors in 2001 because he felt there was a real need in the investment community for “good, sound independent financial advice.”Coming from a large family with six siblings, Bill understands the need to communicate clearly and plan. He enjoys working with families, helping them realize their financial dreams.

William Borders's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Senior Vice President, Financial Advisor
Bowling Green, KY, US
William Borders Work Experience Details
  • Wealth Enhancement Group
    Senior Vice President, Financial Advisor
    Wealth Enhancement Group
    Bowling Green, Ky, Us
  • Wealth Enhancement Group
    Senior Vice President, Financial Advisor
    Wealth Enhancement Group Jan 2024 - Present
    Bowling Green, Kentucky, United States
    Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
  • Landmark Financial Advisors
    Partner
    Landmark Financial Advisors 2001 - Jan 2024
    Bill has 30 years in the financial service industry. He joined Landmark Financial Advisors in 2001 because he felt there was a real need in the investment community for "good, sound independent financial advice." Coming from a large family with six siblings, Bill understands the need to communicate clearly and plan. Bill enjoys working with families, helping them realize the financial dreams. Together with his partners, he helps his clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Landmark Financial Advisors now serves 250 clients who have entrusted Bill and his partners with more that $250 million in assets. He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with Bill to:-Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.-Make smarter decisions in today's uncertain political, economic and social environment-Obtain an independent second opinion from a top financial advisor in their communityBeginning his career as a Commercial Lender for a regional bank, he later transitioned over to Morgan Keegan As Vice President and Branch Manager.. Bill feels strongly about giving back to his community. He is currently a Director and member of the Executive Committee for the Bowling Green Chamber of Commerce. He has also served on the Parish Council and Finance Committee member of Holy Spirit Catholic Church. He is a graduate of Leadership Bowling Green and a past member of the Bowling Green Boy and Girls Club Board.

William Borders Skills

Business Strategy Investments Corporate Finance Due Diligence Equities Mergers And Acquisitions Asset Management Private Equity Hedge Funds Valuation Investment Banking Event Planning Alternative Investments Customer Service Budgets Corporate Development Leadership Marketing Management Microsoft Office Public Speaking Restructuring Sales Strategic Planning Team Building Venture Capital

William Borders Education Details

Frequently Asked Questions about William Borders

What company does William Borders work for?

William Borders works for Wealth Enhancement Group

What is William Borders's role at the current company?

William Borders's current role is Senior Vice President, Financial Advisor.

What is William Borders's email address?

William Borders's email address is w.****@****tbb.com

What is William Borders's direct phone number?

William Borders's direct phone number is +127078*****

What schools did William Borders attend?

William Borders attended Bellarmine College For Financial Planning, Western Kentucky University.

What skills is William Borders known for?

William Borders has skills like Business Strategy, Investments, Corporate Finance, Due Diligence, Equities, Mergers And Acquisitions, Asset Management, Private Equity, Hedge Funds, Valuation, Investment Banking, Event Planning.

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