Bill Dietz
President at Dietz Financial Services, LLC
- Role
- Financial Advisor & Investment Management Consultant at Raymond James
- Location
- Waco, TX, US
- LinkedIn followers
- 500 followers
About Bill Dietz
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC…
Experience
Financial Advisor & Investment Management Consultant
Jun 2009 — Present · Waco, TX, US
Dietz Financial Services, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC
Education
Raymond James Institute of Investment Management Consulting
Investment Management Consultant
2010
Baylor University
B.A., Business Administration
1994
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Retirement
- Strategic Financial Planning
- Financial Planning
- Series 7
- 401k
- Asset Management
- Wealth Management
- Financial Advisory
- Securities
- Estate Planning
- Public Speaking
- Retirement Planning
- Investments
- Finance
- Wealth Management Services
- Investment Strategies
- Investment Advisory
- Investment Management
- Insurance
- Financial Services
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