I have been in the financial industry for over 10 years and my primary goal is to partner with my clients to develop an investment strategy geared toward their unique, long-term goals.
My office looks forward to working with individuals and families who are looking to plan for and through retirement, reduce taxes, have financial estate considerations or have complex financial needs.
My branch office administrator, Jennifer Tryby, has 10 years experience and is dedicated to providing you with the highest level of service. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
I have lived in Reno since 1986 and proud to be living and working in my home town. I have been an active member of the community for over two decades and currently serving as a volunteer for the following organizations:
- Northern Nevada/Northern California Alzheimer's Association
*(Aim chairperson, advocacy volunteer, and "Know the 10
Signs of Alzheimer's" and "Understanding Dementia" instructor)
- Regional Coordinator for the Edward Jones Northern Nevada "Walk to End Alzheimer's" since 2016.
- S.A.R.A. (past president and Circle of Honor recipient)
- Junior Achievement (2018 Volunteer of the Year)
- Community Foundations
- Our Lady of Snows Church volunteer for over 25 years.
- Guest speaker at the University of Nevada, Reno and Olli.
- American Cancer Society
- Caregiving educator for AARP.
In addition to my bachelor's degree in business administration, I've also earned the AAMS® designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have also obtained my CRPC®, Charted Retirement Planning Counselor(SM) designation.
Give us a call or stop by the branch – we look forward to seeing you.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
- Divorce Finances
- Business Retirement Plans
My Personal Interests
Office Address720 Robb Dr Suite 102
Reno, NV 89523
Phone NumberWilliam H Palmer III at (775) 787-6200
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