Senior Client Service Associate

With more than 50 years of experience in the financial services industry, Bill has an impressive track record for providing timely and efficient client service and managing financial matters with honesty and responsibility.

Bill was a member of the Gearhart & Associates team during our time at Raymond James from 2013 to 2022. Prior to Raymond James, Bill spent 44 years in various roles with Merrill Lynch in Cincinnati and Denver, including client associate, operations supervisor, and AVP.

A native of Cincinnati, Bill lives in White Oak with his wife, Patricia. They have two grown children, Kelly and Kourtney. In his free time, Bill enjoys reading and finding new hobbies. He also devotes his time on weekends at Spring Grove Cemetery, helping people locate the resting place of deceased loved ones.