Wealth Advisor / Managing Director / Chief Compliance Officer – (OH) 440.287.5020 –BGORDON@REDWOODFN.COM
Bill has developed extensive and varied expertise 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® (or AIF®) professional designation from Fiduciary360. 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 Bachelors 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 trust and estate knowledge though 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.