First Command Financial Advisor -  Bill Perry

First Command Financial Advisor - Bill Perry

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Financial Services in Fayetteville, NC

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Financial Services Financial and Investment Services

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Store Hours

Monday:
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Tuesday:
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Wednesday:
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Thursday:
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Friday:
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Saturday:
Closed
Sunday:
Closed

Location

2153 Valleygate Drive, Suite 201
Fayetteville , NC 28304 United States
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About First Command Financial Advisor - Bill Perry

Bill Perry joined First Command Financial Services as a Financial Advisor in February 1997, following a 26-year career in the United States Army. There, he attained the rank of command sergeant major and served in positions of increasing responsibilities culminating as the command sergeant major of the U.S. Field Artillery Center and Fort Sill, Oklahoma.

A graduate of the University of Louisville with a Bachelor of Science degree in Occupational Education and Chapman University with a Master of Science degree in Human Resource Management and Development, Bill holds Series 6, 63, 65, 7, 24 and 26 securities licenses plus state life and health insurance licenses. He is a Certified Financial Planner & Trade certificant, a Chartered Financial Consultant, Chartered Life Underwriter and a member of the Financial Planning Association, GAMA International, the Financial Services Institute and the National Association of Insurance and Financial Advisors.

Understanding that the single most powerful contributor to financial well-being is behavior, Bill works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Bill is ready to assist clients as they pursue their goals through a lifetime financial journey.

Bill is a member of the Fayetteville Chamber of Commerce, the Military Affairs Committee and the Association of the United States Army.

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First Command Financial Advisor -  Bill Perry

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First Command Financial Advisor - Bill Perry 910-860-7900
2153 Valleygate Drive, Suite 201
Fayetteville , NC 28304 United States
$
First Command Financial Advisor - Bill Perry

Specialties

  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management

Business Details

Company name
First Command Financial Advisor - Bill Perry
Category
Financial Services
Rating
Not Rated
Phone (Fax)
Email
wjperry@firstcommand.com

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First Command Financial Advisor - Bill Perry

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