Bill is a Senior Wealth Management Advisor with over 40 years’ experience in the industry. He began his professional career in 1970 as an Account Executive with Merrill Lynch. During his 12 years with the company, he was appointed Vice President and Manager of the Chesterfield, Missouri office. From 1982 to 1988, Bill was a Principal of Terril Lauber, also serving as Chairman and Director of the firm’s Investment Committee. Bill founded Sterling Capital Management and served as its President and Chief Compliance officer for 30 years before joining Visionary Wealth Advisors.
Bill holds undergraduate and Master of Finance degrees from St. Louis University and was awarded membership in Beta Gamma Sigma Honor Society.
Bill and his wife, Jan, live in St. Louis County. Their free time is spent with their two sons and five grandchildren.