Bill Stephens
VP of Investment Services, Private Wealth Manager
As a financial professional and an active member of the community, Bill Stephens is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.
Academic achievements include undergraduate degrees from Southern Methodist University in Dallas, Texas. Bill’s education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to Bill. He is involved in service organizations such as the Alzheimer’s Association, Metrocrest Services and a professional network of musicians that provides entertainment for charity events free of charge. Bill does not like to travel, at all, he would much rather stay home and be quiet. He does enjoy an occasional vacation to the Orange Beach/Gulf Shores in Alabama, where he has family and a nice little bungalow.
Mobile Phone: 214-448-9256