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 firstname.lastname@example.org.