William Stevens Email and Phone Number
William Stevens work email
- Valid
- Valid
- Valid
- Valid
- Valid
William Stevens personal email
William Stevens phone numbers
Business owners & professionals spend most of their time building their business, while in turn their personal finances take a backseat. This often leaves them exposed to financial risks and ill-prepared for the future. I specialize in helping Business Owners & Professionals effectively reduce taxes, plan towards achieving financial freedom, and navigate the complexities of their business and personal finances through our S.F.D. Process.I have dedicated myself to helping my clients succeed, and bring extensive skills and resources to bear in providing comprehensive wealth management and liability management services tailored to the unique needs of highly successful individuals, their families, and businesses. My goal is to empower my clients to take control of their financial future and achieve their dreams.Have you thought about the following:► Do you know if you have taken full advantage of all tax planning opportunities?► Do you have a clear understanding of your entire financial picture in one comprehensive plan?► Is your net worth heavily concentrated in your company and, if it is, do you know why and how you should diversify?► Have you thought about how to “exit” your business, while efficiently maximizing your personal wealth?► Have you protected your most valuable assets against loss?► Are you concerned about preserving and passing on your wealth to future generations?► Have you recently assessed your portfolio to see if you are getting the most efficient return?► Are you currently on the path to retiring on time?► When it comes to retirement have you gone over the best- and worst-case scenarios to retire comfortably and maintain your desired lifestyle?My philosophy is simple: I help people make smart financial decisions. I help you organize, grow, protect, and preserve your wealth. I believe in helping my clients live a fuller life and retire in a better situation, while delivering exceptional client service. My purpose is rooted in values and principles to have a positive impact in people's lives, give people better alternatives and to give them choices on how to retire with more certainty.I would be honored to have an opportunity to review your situation and help create strategies that improve your life for the better. Please reach out to me directly here on LinkedIn, or email me at:william.stevens@westpacwealth.com./COMPLIANCE:2024-6199/
Westpac Wealth Partners
View-
Executive Vice PresidentWestpac Wealth Partners May 2021 - PresentSan Diego, California, UsHelping people achieve their dreams and reach their full potential.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4130762. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
-
Sales Distribution ConsultantReal Performance Limited Jan 2018 - PresentPurpose driven with a passion for people, processes and performance; I started Real Performance to assist leaders in the Insurance and Financial Services Profession achieve greater results. As an industry thought leader with a track record of high performance and success, I have assisted select organizations, field leaders and advisors in optimizing their organizations and practices. This has included advising field leaders on restructuring their organizations for greater efficiency; assisting advisors and advisor teams in developing more focused role clarity and assisting organizations in adapting to changing competitive environments. -
Senior Vice President, Retail SalesForesters Financial 2018 - 2020Toronto, Ontario, CaRecruited to lead US distribution arm and broker dealer of international fraternal life insurance company. Tasked with rebuilding shrinking organization with poorly performing products, obsolescent technology, top-heavy sales support, and poorly trained sales force. Managed team of ~150 in home office and 35 branches across US.* Took over sales organization and grew profits over 20% with renewed focus on protection and holistic planning, expanded product portfolio, and supported company sale for triple purchase price.* Restructured company in first 6 months to reduce redundancies while improving training, leadership development, technology, and support structures, delivering over 15% in budget savings while retaining 93% of advisors and 100% of branch leadership.* Reversed trend of advisor and staff shrinkage by recruiting top talent for 3 vacant branch manager roles, consolidating regional leadership to replace 9 managers with 4 high achievers, and promoting 3 high-potential employees into positions of leadership throughout the network. -
Vice President, Chief Agency OfficerPenn Mutual 2017 - 2018Horsham, Pa, UsRapid series of promotions by $3.7B financial and insurance services company to oversee career agency distribution Network of 26 agencies and 800 Advisors across the US. Responsible for the creation and implementation of long-term strategy and tactics for growth and development of agency sales organization. Guided alignment with corporate vision and goals. Directed marketing and training initiatives, leadership development, and new market exploration and analysis.* Dynamically raised overall annual revenues by increasing average per advisor productivity and improving agency efficiencies.* Grew life insurance sales and gross dealer concessions to record levels while strategically maintaining strong annuity sales.* Participated on multiple executive task forces to improve life and annuity products, enhance underwriting capabilities through new technologies, and improve advanced planning, broker-dealer operations and marketing.* Replaced leadership at struggling agencies, infusing clarity of purpose and organizational teamwork to consistently achieve operational goals, objectives and revenue targets.* Hired 3 new Regional Vice Presidents, accelerating improvement of agency operations and Advisor performance. * Developed and expanded succession/transition paths at the advisor and management levels. -
Vice President Career DistributionPenn Mutual 2014 - 2017Horsham, Pa, UsPromoted to direct career distribution sales operations, including assessment, planning, deployment, training, marketing, sales and leadership development. Directed recruiting, retention, and sales commitments.*Boosted life sales by 18%, GDC and annuity sales to record levels by creating team-based practice development and wants based selling. *Grew Advisor count by 23% to over 700, and agency count from 19 to 26, improving per-Advisor life insurance application volume by 25% and overall Advisor productivity by 9%.*Enhanced talent attraction and leadership diversity; hired 5 new Managing Partners and mentored 2 leadership successions; replaced failed leaders in 3 agencies with high-performers.
-
Vice President, Career Agency SystemPenn Mutual 2010 - 2014Horsham, Pa, UsResponsibilities increased to manage national career distribution channel with direct responsibility for 9 western-region agencies. Developed and implemented comprehensive performance management systems, oversaw recruiting, sales performance, budgeting and leadership development. Guided 10 Managing partners and teams.*Successfully opened new agency and promoted 2 frontline leaders to managing partner roles in new, high opportunity markets, quickly achieving “Top Agency” awards. Improved agency efficiencies by more than 11%.* Met or exceeded annual recruiting and sales goals each year, consistently exceeding industry growth rates by up to 600%
-
Vice President, Field Learning & DevelopmentPenn Mutual 2009 - 2010Horsham, Pa, UsOversaw, influenced and led strategic learning and development initiatives across the enterprise including 18 career agencies and 12 brokerage regional offices. Responsible for ensuring the workforce had dedicated and functional systems platform to engage and develop talent across all roles. Directed the planning, execution, and evaluation of the delivery of all content.
-
Assistant Vice President, New Agency IntegrationGuardian Life Insurance 1990 - 2009New York , Ny, UsPromoted to provide growth strategy assistance to mid-size agencies; guided new General Agents in transition to Guardian. * Transitioned over a dozen new General Agents to company, including many “Top Agency” and “New Agency of Year” winners. -
Registered RepresentativeEquitable Life Insurance 1985 - 1990New York, Ny, Us
William Stevens Skills
William Stevens Education Details
-
The American College Of Financial ServicesMasters - Financial Services -
Long Island UniversityPolitical Science & Economics
Frequently Asked Questions about William Stevens
What company does William Stevens work for?
William Stevens works for Westpac Wealth Partners
What is William Stevens's role at the current company?
William Stevens's current role is We help Business Owners & Professionals effectively reduce taxes, plan towards achieving financial freedom, and navigate the complexities of their finances through our S.F.D. Process.
What is William Stevens's email address?
William Stevens's email address is wi****@****ual.com
What is William Stevens's direct phone number?
William Stevens's direct phone number is +184529*****
What schools did William Stevens attend?
William Stevens attended The American College Of Financial Services, Long Island University.
What skills is William Stevens known for?
William Stevens has skills like Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Retirement, Financial Services, Disability Insurance, 401k, Financial Planning, Series 7, Investments, Leadership.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial