William Neil

Accredited Investment Fiduciary®, Administrative Associate 


William “Bill” Neil is semi-retired and acting in the capacity of an Administrative Associate with the firm.  He worked as a financial advisor for over 35 years.

Bill is involved in his local community as a founding member of the Driftless Community Radio or WDRT in Viroqua, a classically trained composer, and a board member of FairShake, Inc.  He lives with his wife Pamela, a certified reflexologist, in the Driftless Region of Wisconsin.

EDUCATION

  • Case Western Reserve University, Master and Bachelor of Music 1972-1977
  • Fulbright Fellowship, Germany, 1978-1979
  • Doctor of Arts, Music and Media Arts, 1979-1981
  • American Symphony Orchestra League,  Management  Fellow, 1988-1991
  • American College,  Chartered Financial Consultant Course Work,   1992-2000
  • Fi360, Accredited Investment Fiduciary Designation,  2014

BUSINESS EXPERIENCE

  • LPL Financial, 01/2003 – PRESENT
  • Lincoln Financial Group; Financial Planner, 01/1991 – 12/2002
  • Sun Life Financial; Investment Planner, 09/1987 – 12/1990