Bill Dietz Email & Phone Number
President @ Dietz Financial Services, LLC
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Bill Dietz Location
- Waco, TX, US
Bill Dietz Work
- Board of Directors @ (June 2024 - Present)
- President @ (May 2013 - Present)
- Financial Advisor and Investment Management Consultant @ (June 2009 - Present)
- Executive Vice President @ (June 2009 - May 2013)
- Vice President - Investments @ (October 2004 - June 2009)
- Assistant Vice President @ (October 1996 - October 2004)
- Manager @ Waco Custom Stone (September 1995 - October 1996)
- Trust Administrator @ Texas National Bank of Waco (June 1992 - September 1995)
Bill Dietz Education
- Wharton School of Business SIFMA Securities Industry Institute 2012-2021
- Raymond James Institute of Investment Management Consulting 2010
- Baylor University 1994
Bill Dietz Skills
- Investments
- Financial Advisory
- Retirement Planning
- Portfolio Management
- Investment Advisory
- Public Speaking
- Series 7
- Wealth Management
- Strategic Financial Planning
- Estate Planning
- Financial Services
- Insurance
- Securities
- Investment Management
- Finance
- Investment Strategies
- 401k
- Asset Allocation
- Retirement
- Mutual Funds
- Asset Management
- Wealth Management Services
- Financial Planning
- Banking
- Project Management
- PowerPoint
- Strategic Planning
- Microsoft Excel
- Leadership
- Affordable Housing
- Financial Analysis
- Training
Bill Dietz Summary
- Bill Dietz, based in Waco, TX, US, is currently a President at Dietz Financial Services, LLC. Bill Dietz brings experience from previous roles at Fidelity Bank of Texas, Raymond James, Extraco Banks and UBS Wealth Management. Bill Dietz holds a 2012 - 2021 Wharton School of Business SIFMA Securities Industry Institute. With a robust skill set that includes Investments, Financial Advisory, Retirement Planning, Portfolio Management, Investment Advisory and more. Bill Dietz has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Dietz Financial Services, LLC Employees
Bill Dietz
President
Waco, TX, US
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