Vice President Financial Advisor @ (August 2008 - May 2018)
Wealth Manager @ (January 1989 - August 2008)
Bill McColl Education
Thunderbird School of Global Management
MBA (Finance)
1985-1986
Claremont McKenna College
BA (Economics)
1981-1984
Patrick Henry High School 1977-1980
Bill McColl Skills
Series 7
Wealth Management
Investment Advisory
Retirement
Strategic Financial Planning
Bill McColl Summary
Bill McColl, based in California, United States, is currently a Managing Partner at Silvia McColl Wealth Management. Bill McColl brings experience from previous roles at Morgan Stanley and UBS. Bill McColl holds a 1985 - 1986 MBA in Finance @ Thunderbird School of Global Management. With a robust skill set that includes Series 7, Wealth Management, Investment Advisory, Retirement, Strategic Financial Planning and more. Bill McColl has 1 emails on RocketReach.
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