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@thewp2.com
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12 phones found area 845, 410, 301, 240, 585, and 215
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William Stevens is listed as 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 at WestPac Wealth Partners, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at thewp2.com, phone signal with area code 845, 410, 301, 240, 585, 215, and a matched LinkedIn profile for William Stevens.
William Stevens previously worked as Executive Vice President at Westpac Wealth Partners and Sales Distribution Consultant at Real Performance Limited. William Stevens holds Msfs, Masters - Financial Services from The American College Of Financial Services.
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AeroLeads found 1 current-domain work email signal for William Stevens. Compare company email patterns before reaching out.
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/
Listed skills include Fixed Annuities, Insurance, Life Insurance, Retirement Planning, and 23 others.
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San Diego, California, US
Helping 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.
Purpose 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.
Toronto, Ontario, CA
Recruited 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.
Horsham, PA, US
Rapid 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..
Horsham, PA, US
Promoted 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.
Horsham, PA, US
Responsibilities 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.
Horsham, PA, US
Oversaw, 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.
New York, NY, US
Promoted 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.
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William Stevens works for WestPac Wealth Partners.
William Stevens is listed as 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 at WestPac Wealth Partners.
AeroLeads has found 1 work email signal at @thewp2.com for William Stevens at WestPac Wealth Partners.
AeroLeads has found 12 phone signal(s) with area code 845, 410, 301, 240, 585, 215 for William Stevens at WestPac Wealth Partners.
William Stevens is based in Scottsdale, Arizona, United States while working with WestPac Wealth Partners.
William Stevens has worked for Westpac Wealth Partners, Real Performance Limited, Foresters Financial, Penn Mutual, and Guardian Life Insurance.
You can use AeroLeads to view verified contact signals for William Stevens at WestPac Wealth Partners, including work email, phone, and LinkedIn data when available.
William Stevens holds Msfs, Masters - Financial Services from The American College Of Financial Services.
William Stevens is listed with skills including Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Retirement, Financial Services, Disability Insurance, and 401K.
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