Notable Financial Advisor Hire:
Edward Jones Welcomes Experienced Financial Advisor
$97M Financial Advisor Bill Burgess Joins to Build Practice and Preserve Legacy
Notable Financial Advisor Hire:
$97M Financial Advisor Bill Burgess Joins to Build Practice and Preserve Legacy
Edward Jones is pleased to welcome experienced Financial Advisor Bill Burgess, who will continue working with clients in the Beckley, WV area.
Burgess joins from Wells Fargo, where he managed $97 million in client assets. He brings over 40 years of experience helping clients plan for their financial futures. Edward Jones’ commitment to guiding financial advisors at every stage of their careers drew him to the firm.
“I am grateful to have found a partner in Edward Jones who can support my current priorities and future plans simultaneously.”
Bill Burgess, Financial Advisor
“I am grateful to have found a partner in Edward Jones who can support my current priorities and future plans simultaneously,” said Burgess. “The firm’s products and solutions will allow me to ensure my clients are prepared for the now, near and future, while also providing me with the resources to build my practice and preserve my legacy.”
Burgess will benefit from Edward Jones’ comprehensive resources and options, ensuring his clients receive the most current and extensive guidance.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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