William J. Pittman

Financial Advisor & Managing Partner at JP Wealth Management

Role
Financial Advisor & Managing Partner at Jp Wealth Management
Location
Clarksville, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William J. Pittman

I help individuals, families, and business owners make confident financial decisions so…

Experience

  1. Financial Advisor & Managing Partner

    Jp Wealth Management

    Jan 2019 — Present · Clarksville, TN, US

    Provides comprehensive financial planning and advisory services to individuals, families, and businesses, focusing on wealth management, retirement planning, tax-efficient strategies, and risk management. Analyzes clients’ financial goals and creates personalized strategies to build, protect, and transfer wealth. Emphasizes education, long-term planning, and relationship-building to support clients in achieving financial security and success.

Education

  • Liberty University

    Master of Finance, Financial Planning and Services

  • University of Tennessee at Martin

    Bachelor of Business Administration (BBA), Finance and Management

    2007 — 2010

  • The American College of Financial Services

    LUTCF®, Business and Personal/Financial Services Marketing Operations

    2011 — 2012

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William J. Pittman — Financial Advisor & Managing Partner at Jp Wealth Management in Clarksville, US | Unifers