This blog post is part of a series highlighting Key Management Group team members.  Bill Stephenson combines his analytical skills and gift for problem solving to help develop financial plans for an advisor’s clients. Bill began his career as a financial advisor, but soon learned his passion lay more in the analytical side of the job and not in the sales and business development aspect. When a colleague of his took a position with Key Management Group, Bill learned we had an opening for an analyst and joined the firm four years ago.

Bill enjoys finding solutions for complex situations. He works directly with each advisor to brainstorm ideas and loves learning from different advisors who each have their own style and ways of solving the same problems. Because every case is unique, the job stays interesting and allows him to continue to grow and evolve as an analyst. He says he’s open to the idea of transitioning back to the role of advisor in the future, but in the meantime, he enjoys learning from other advisors and his fellow analysts. He also loves the fun and supportive work environment at Key Management Group and the relationships he has built with his colleagues.

Outside of work, Bill spends much of his time with his wife and his six-month-old daughter. While having a baby can take away from intentional time together, he and his wife love to spend time attending concerts, mostly new country artists and mainstream rock. This past summer they went with his parents to REO Speedwagon with Styx and attended a Chase Rice concert last summer! When busy family schedules allow it, Bill enjoys getting out on the golf course and refining his skills!

If you haven’t connected with Bill yet, reach out on LinkedIn, or you can email him directly at

Want Better Financial Plans?

With different levels of service to serve every need and budget, we enable you to deliver impressive and personalized financial plans without the headache of having to hire, train and manage staff.

About the Author: Shennandoah Connor

As Vice President of Revenue Operations, Shennandoah works closely with our internal Subject Matter Experts to create initiatives and educational content to empower financial advisors throughout every stage of their career. She leads our strategic partnerships with industry leaders and Broker Dealers/Custodians, along with other marketing and business development initiatives designed to connect advisors with valuable resources and services.

Share This Post

Subscribe to Keys to Success

Receive timely articles and news on upcoming webinars and events by subscribing Keys to Success.

For articles and white papers on acquisitions and successions, please go to our sister site Advisor Legacy.

Related Posts

  • Time is a valuable and finite resource. One thing that sets successful advisory practices apart from their peers is how they use that resource. The key is to be intentional and consistent with how you use your time. The best tool to help you achieve that is the Model Week framework. Most advisors and practice […]

  • Over the past several years, many financial industry leaders have come to realize the importance of promoting diversity, equity, and inclusion initiatives – otherwise known as DEI. Many well-meaning practice leaders are adopting these initiatives. However, since most advisors aren’t experienced in the realm of recruiting and retaining talent, they often fall short of fully […]

  • This blog post is part of a series highlighting Key Management Group team members. 

    In this post we are introducing the newest team member to join our ranks, Recruiting Coordinator Paige Kosmynka. At the urging of her friends, Paige parlayed her background in social work and her degree in psychology into a career […]

  • According to recent stats, as many as 93% of businesses are looking to hire someone. Whether you need to hire because your practice is growing or because someone left and you have a hole to fill, the […]

  • As 2022 comes to a close, we pause to reflect on the past year and prepare for the year ahead. This year has presented advisors with many challenges and opportunities. The industry has grown tremendously, thanks largely to the improved business acumen of advisors and the increasing demand for financial advice. The new year will […]