Bill McLeod Email & Phone Number
Financial Advisor @ Edward Jones
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Bill McLeod Location
- Saginaw, Michigan, United States
Bill McLeod Work
- 1999 -now Financial Advisor @
- 1993 -1998 Community Bank President @ D&N Bank
Bill McLeod Education
- Lake Superior State University
MBA (Business)
1990-1993 - Lake Superior State University
BA (Economics and Finance)
1979-1985
Bill McLeod Skills
- Portfolio and Retirment Plan Reviews
- Wealth Management
- Strategic Planning
- Retirement Account Consolidation
- Financial Advisory
- Loans
- Managed Accounts
- Insurance
- IRA's
- Roth IRA
- Estate and Trust Services
- Retirement Planning
- Banking
- Microsoft Office
- Event Planning
- Finance
- Risk Management
Bill McLeod Summary
- Bill McLeod, based in Saginaw, Michigan, United States, is currently a Financial Advisor at Edward Jones. Bill McLeod brings experience from previous roles at D&N Bank. Bill McLeod holds a 1990 - 1993 MBA in Business @ Lake Superior State University. With a robust skill set that includes Portfolio and Retirment Plan Reviews, Wealth Management, Strategic Planning, Retirement Account Consolidation, Financial Advisory and more. Bill McLeod has 2 emails on RocketReach.
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