William G. Newbould, CFP^®

Bill brings over 30 years’ experience as a Financial Advisor specializing in the areas of asset management, financial planning, retirement planning, estate planning and insurance. As your personal financial advocate, Bill takes the time to listen and understand your situation and financial goals. From this understanding, Bill provides advice that is tailored to your goals and priorities. Whether primarily focusing on asset management or developing a comprehensive financial plan for your retirement and/or estate, Bill strives to deliver exceptional service, advice, and comprehensive wealth planning strategies.

Experience:

• RiverStone Wealth Management, Financial Advisor
• Bluebonnet Securities, Financial Advisor

Education/Certifications:

• University of Illinois, BS, Civil Engineering
• University of Texas, Financial Planning Certificate Program (Highest Honors)
• CERTIFIED FINANCIAL PLANNER^® professional