Bill Blake
- Role
- Director - Wealth Manager at Steward Partners
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
Experience
Director - Wealth Manager
Mar 2017 — Present
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see \"Disclosures\" page on our website
Education
The Wharton School
Investment Strategies and Portfolio Management Program, Finance
2019 — 2019
Mount Saint Mary's University
Business and Finance / Economics, Finance, General
1980 — 1984
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