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Cimc® Bill Gahagan CIMA®

Wealth Management Advisor at Raymond James Financial Services / Williamson Wealth Group Inc.
Cary, North Carolina, United States
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Cimc® Bill Gahagan CIMA®

Wealth Management Advisor at Raymond James Financial Services / Williamson Wealth Group Inc.
Cary, North Carolina, United States
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Meet Bill Gahagan CIMA, a seasoned Wealth Management Advisor with over 36 years of broad experience in financial services and investments. With Series 7, 66, and 63 licenses with FINRA, Bill is a certified Investment Management Analyst® (CIMA®) certificate holder since 2001.

Bill is committed to helping individuals, families, executives, and companies develop goals and improve their long-term financial success. His excellent team and he offer wealth management and comprehensive financial services and planning personalized to cater to every client's unique needs. He takes pride in delivering a high level of service and expertise to all his clients.

Bill studied at Wittenberg University, where he obtained a BA degree. He has worked in different organizations, including Financial Consultants of America, Arrow Funds, Arialytics Inc., Persistence Wealth Management & Consulting, 1157 designconcepts, M.I.T.A. Advisors, Canard Capital, OppenheimerFunds, Invesco/AIM Investments, SunAmerica Financial Group, Wood Logan & Associates, and Westfield Group/Westfield Insurance.

Currently, Bill is a Wealth Management Advisor at Raymond James, where he offers Investment Advisory services through Raymond James Financial Services Advisors, Inc. and Securities through Raymond James Financial Services, Inc. (Member FINRA/SIPC). Williamson Wealth Group, his current workplace, is not a registered broker/dealer and is independent of Raymond James Financial Services.

This public profile is provided courtesy of Clay. All information found here is in the public domain.