In 1998, I joined Edward Jones as a financial advisor, opening the firm's second branch office in the Eastern Upper Peninsula. Prior to joining the Edward Jones team, I worked in the banking industry for over 12 years, with my final position as community bank president. This experience allowed me to develop lifelong relationships within Sault Ste Marie and the business community.
Working with individuals, families and business owners of all ages, I am able to determine and prioritize their goals, formulate investment strategies for achieving those goals, and execute disciplined investment strategies.
It’s important to invest my time to understand what my clients' needs, expectations and goals are before developing an investment strategy. By collaborating with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
Along with my branch office administrators, Samantha Marzean and Marissa Rogers, we are all devoted to doing what is best for our clients and serving them with uncompromising commitment, steadfast character and a dedicated effort to their success.
Within the community, I serve as the president of the Great Lakes Shipwreck Historical Society, a board member at Hospice of the EUP, and as a board member for St. Mary's School Foundation. Additionally, I am passionate about my faith and fitness. I enjoy outdoor activities, boating and spending time with my wife, Julie, and our three grandchildren.
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Business Retirement Plans
- Portfolio Reviews
My Personal Interests
- Personal Fitness
- Social Responsibility
Phone NumberBill McLeod at (906) 632-4985
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