Bill Raymon, CFP has over 20 years of experience in the investment industry. Bill worked as a First Vice President - Investments at Wells Fargo Advisors from 1997 to 2018. Currently, they hold the position of Vice President - Investments at Benjamin F. Edwards & Co., where they help people manage their wealth.
Bill Raymon, CFP, obtained a Bachelor of Science (BS) degree in Business Administration from the University of Colorado Boulder from 1992 to 1996. During the same period, they also studied Entrepreneurship and Small Business Management at the University of Colorado Boulder - Leeds School of Business. In 2008, Bill obtained the certification of CERTIFIED FINANCIAL PLANNER™ Professional from the CFP Board. Additionally, they hold certifications in Series 3, 7, and 63 from FINRA, as well as certifications in Series 9 and 10 from the same institution.
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