Bill Perry

WORK HISTORY

EDUCATION

ABOUT BILL PERRY

Bill Perry joined First Command Financial Services as a Financial Advisor in March 1998, following a 26-year career in the United States Army. There, he attained the rank of command sergeant major and served in positions of increasing responsibilities culminating as the command sergeant major of the U.S. Field Artillery Center and Fort Sill, Okla.After experiencing first-hand the benefits of a personal financial plan, Bill resolved to make a career transition from helping young men and women become soldiers to helping families pursue their financial goals.Understanding that the single most powerful contributor to financial well-being is behavior, Bill works closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one’s financial and personal circumstances, Bill is ready to assist clients as they pursue their goals through a lifetime financial journey. Periodically Bill posts information regarding his employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to Bill\'s pages. Please view them here: Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and the federally registered CFP (with flame logo) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.