In 2018, Bill joined our Ultimate Retirement, Risk Management and Financial Planning team as the portfolio manager for our Advisor Managed Accounts. With his “Dynamic Risk Management” concept, Bill shares his experience and education to help our clients achieve their retirement goals through risk management in a fee-based platform. Bill specializes in Solving your Retirement Puzzle through Income Planning, Tax Planning, Market Risk Planning, Health Care Planning, Asset Preservation and Estate Planning.
Bill is the Founder and Managing Partner of LifeStages Financial Planning located in St. Louis, MO. He holds Series 7 and 66 FINRA Securities Registrations as well as Life and Health Insurance Licenses around the country. Bill is also a Certified Financial Planner ®. He has a MBA in Finance from Washington University's Olin School of Business, a MS degree in Management Systems and BS degree in Interdisciplinary Engineering and Management from Clarkson University.
With 50 years of combined experience, Merle Jones, William Lockwood and Shawn Manuel joined together to create the Ultimate Retirement, Risk Management and Financial Planning Team which continues to benefit our clients even in an unstable market.