portrait of Bill Gervasi
FINANCIAL ADVISOR

Bill Gervasi

AAMS™, CRPC™
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Entrepreneurs & Business Owners

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Vintage Cars
  • Traveling
  • Baseball
  • Scuba Diving
  • Golfing

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(855) 232-0899

Branch Team

  • Sheryl Gottshall
    Sr. Branch Office Administrator

Office Address

31311 Fm 2978 Suite 106
Magnolia, TX 77354opens in a new window

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