William Vickey CFP

William H. Vickey, CFP®

Vice President, Financial Advisor

Bill joined the Firm in March of 2004 and has been working in the financial services field since 1987. He earned a degree in Business Administration and then an MBA from Xavier University. Bill has been a Certified Financial Planner since 1990 and has also earned the Chartered Financial Consultant, Chartered Life Underwriter and Chartered Advisor for Senior Living designations. Bill’s experience includes investment management, financial planning with a focus on retirement planning, and insurance analysis. He had 5 years experience with a national investment advisor as Manager of Individual Retirement Planning. Bill is a member of the Cincinnati Chapter of the Financial Planning Association.

This email address is being protected from spambots. You need JavaScript enabled to view it.

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered, notice filed or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED" WEB-SITE.