Bill Gervasi

Residing with my family in The Woodlands/Magnolia area since 2008, the importance of serving the community I live in is fundamental to me. In 2008, my wife of over 25 years, Patty, along with our three children, moved from Michigan where I worked as an executive in the mortgage banking industry for 20 years.

I attended and graduated from Central Michigan University where I received my bachelor of science degree in business administration.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you and your family are working toward before you invest your money. My mission is to help you achieve your financial goals. I offer financial solutions customized to your personal needs, including retirement planning, education savings, investment options for business owners as well as working closely with your CPA and estate attorney. I address the issues that often keep people up at night.

I am an active member of the community, as an active member of The Woodlands and Magnolia Chambers of Commerce.

My purpose is to help you achieve your retirement and savings goals, while reducing the stress that often times comes along with investing. My job is to help ensure your hard-earned assets are working for you.

All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient and there is no fee for a financial review. I look forward to hearing from you and scheduling a time to meet and discuss your individual situation and needs.