ConsumerOptix
Bill is the Managing Director of Carillon Advisors which provides judiciary and unbiased financial advisement, primarily focusing on need-based personal planning with estate mapping, risk assessment for portfolios and management of individual entities and assets. Bill’s work as a financial advisor spans across 25 years, most recently serving as senior financial advisor and vice president of Merrill Lynch Wealth Management and previously as Vice President and Senior Advisor at Morgan Stanley. Bill holds a bachelor’s degree in business administration majoring in finance from the University of Arizona. An advocate for continued education, Bill has also earned the Certified Plan Fiduciary Advisor (CPFA®) designation.
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ConsumerOptix
The company was founded by James O’Hara and Brian Kipp in 2018. For nearly 25 years James and Brian have worked together to deploy highly personalized consumer communications and customer relationship management (CRM) platforms to the country’s leading insurance and financial services organizations including MassMutual, Morgan Stanley, American Family Insurance, Bank of America, McGohan Brabender, Protective Insurance, Allscripts, BlueCross BlueShield of Louisiana and Unum.