Bill Gordon, AIF®
Wealth Advisor | Managing Director | Chief Compliance Officer
440.287.5020
BGORDON@REDWOODFN.COM
Bill has developed extensive and varied experience in the financial services industry since 1994. He and his team provide tailored financial strategies to families and businesses through a personalized and comprehensive approach.
Bill specializes in helping businesses offer efficient retirement plans that meet the evolving needs of both the plan sponsor and their employees.
Bill has earned the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary 360. He has received formal training in investment fiduciary responsibility. Prior to Redwood, Bill served as an Officer in National City’s Private Client Group and was a Senior Financial Advisor at Merrill Lynch.
Bill earned a Bachelor of Science in Business Administration with a concentration in Finance from the Fisher College of Business at The Ohio State University. He has expanded his knowledge of trusts and estates through Cannon Trust School and other advanced training. He maintains Principal and Registered Representative securities registrations with LPL Financial and holds life and health insurance licenses. Bill lives in Bainbridge, Ohio, with his wife and two children.
Professional designations
AIF® Accredited Investment Fiduciary®
If you would like to learn more about how we approach retirement planning, we invite you to begin with our written perspective.
