portrait of Bill Bass
FINANCIAL ADVISOR

Bill Bass

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Cooking

Team Members

  • Carroll Baldridge
    Sr. Branch Office Administrator
  • Cailey Thomas
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(903) 675-8583

Fax

(877) 619-4650

Office Address

1414 E Tyler St Suite 104
Athens, TX 75751opens in a new window

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