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William Stevens

Executive Vice President @WestPac Wealth Partners

Scottsdale, AZ, US
EMAILS
w••••••••@westpacwealth.com
MOBILE NUMBERS
+19•••••••93

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WORK HISTORY

May 2021 — Present

Executive Vice President @WestPac Wealth Partners

Helping people achieve their dreams and reach their full potential. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Road, Suite 300, San Diego, CA 92121. Phone: 61••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.| CA Insurance License # 41•••62 Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

EDUCATION

N/A

Long Island University

Bachelor's degree, Political Science & Economics

N/A

The American College of Financial Services

MSFS, Masters - Financial Services

SKILLS

PensionsFixed AnnuitiesLeadershipWealthLife InsuranceInvestment StrategiesTalent ManagementInvestmentsRetirement PlanningWealth ManagementInvestment AdvisoryStrategic Financial PlanningSeries 24Whole LifeFinancial ServicesInsuranceDisability InsuranceSeries 63RetirementEstate PlanningWealth AccumulationFinanceTerm Life InsuranceDefined Benefit401kFinancial PlanningSeries 7

ABOUT WILLIAM STEVENS

Business owners & professionals spend most of their time building their business, while…

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