Bill Oakley is Vice President and Branch Office Manager for the FamilyWealth Advisers office in Lake Mary, FL. Bill has developed a practice by teaching educational workshops for retirees, pre-retirees, corporations, and other organizations. Through his experience, Bill brings unique perspective when providing employee education for your retirement plan.
Bill is a graduate of the University of Central Florida where he was a scholarship baseball player and was named an Academic All-American. Since graduation Mr. Oakley has spent 17 years in the financial services industry as a financial planner, investment adviser representative, and President of Oakley Retirement Services, Inc., before his company was acquired by FamilyWealth Advisers in 2019. He lives in Sorrento, FL with his wife, Meagan, and 7 year old son Easton.
Bill can be reached at (866) 746-3743 or at firstname.lastname@example.org.