Bill Bundy

About Bill Bundy

My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I\'ll thoroughly explain the investment strategies I recommend, so that you\'ll be fully comfortable with all aspects of your financial strategy. Every decision we make will be focused on achieving the results you want. My goal is to help you be more confident and enjoy more. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and the Investment Center are not registered broker/dealers and are independent of Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see Social Media Disclosure link in the Contact Info section

Experience

1. Financial Advisor

   Raymond James

   Jan 2011 — Present

   As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Education

• University of Pennsylvania - The Wharton School

  EDP

• Arizona State University, W. P. Carey School of Business

  BS

• Colorado State University

  MBA