Bill Fruit
ChFC®; CEPA® Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Bill Fruit
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it\'s planning for retirement, saving for college or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists to execute needed action. Areas of Focus: 401k Options, Asset Allocation Strategies, Asset Protection Strategies, Estate and Legacy Strategies, Financial Assessment, Portfolio Strategies, Strategic Planning and Wealth Strategies. I have been helping corporations and individuals implement financial strategies for over 25 For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2017 — Present · Allen, TX, US
Education
Gies College of Business - University of Illinois Urbana-Champaign
MBA, Corporate Finance
1987 — 1990
University of Illinois at Urbana-Champaign
BS, Aeronautical and Astronautical Engineering
1984 — 1987
Skills
- Financial Planning
- Credit
- Mergers
- Management
- Portfolio Management
- Financial Risk
- Business Analysis
- Loan Origination
- Risk Management
- Residential Mortgages
- Analysis
- Strategic Financial Planning
- Mergers & Acquisitions
- Forecasting
- Budgets
- Loans
- Credit Analysis
- Internal Controls
- Finance
- Cash Flow
- Banking
- Strategic Planning
- Team Building
- Financial Analysis
- Mortgage Lending
- Executive Management
- Process Improvement
- Mortgage Banking
- Managerial Finance
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