William E. Stafford - a Registered Representative and Investment Adviser Representative Serving the "conservative investor" since 1992 with 18 years of experience. Our office average household investment is $150,000 to $200,000. Clients are small business owners including professionals who desire to diversity their holdings using tax sheltered annuities, mutual funds, stocks, bonds and some alternative investments including insurance and wealth management tools.
Another main focus of our business is serving the Christian and Jewish widow who has lost their loved one and needs not only a financial advisor, but a individual with pastoral skills to help them understand the investment process so they may utilize their inheritance to pursue growth and plan for the future.
Stella Stafford, Bill's wife, assists on many administrative tasks to allow Bill to focus his time with
clients and market conditions.
In 2007, Bill relocated his independent branch from Corona, California with Commonwealth Financial Network® to create a branch office in northwest Austin in the community of Leander, Texas.
He has served for 18 years in the financial markets as an independent financial professional with Commonwealth Financial Network® and was previously with UBS Financial Services.
Bill is a Christian and attended Fuller Seminary in Pasadena, California. He loves the Christian and Jewish communities and has traveled internationally.
Bill grew up in the mid-west and graduated from Indiana University with a business and mathematics degree. He has owned two successful marketing firms in Michigan and California before selling them and becoming a financial registered representative in 1992. He prefers to run his office from the quiet atmosphere of his home office and visit clients in their home to completely understand their settings and lifestyle.
Certifications and Registrations - BS in Mathematics and Business in 1966 from Indiana University
- PFP (Personal Financial Planner) from the University of California, Irvine
- Series 7 (General Securities Representative)
- Series 24 (General Securities Principal)
- Series 63 (Uniform Securities Agent)
- Series 65 (Uniform Investment Advisor)
- CLTC (Certified in Long-Term Health Care Insurance)
- Is a two time member of Hartford's Captain Club
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