Bill Mowbray Email & Phone Number
Financial Advisor, ChFC®, RICP® @ Legacy Advisor Network
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Bill Mowbray Location
- Madison, WI, US
Bill Mowbray Work
- 2000 -now Financial Advisor, ChFC®, RICP® @
- 2000 -2018 Life Insurance Agent @ Baer Insurance Services, Inc.
Bill Mowbray Education
- The American College of Financial Services
RICP® (Retirement Income Planning)
2016-2017 - The American College of Financial Services
ChFC® (Chartered Financial Consultant)
1987-1991 - University of Wisconsin-Madison
Bachelor of Arts - BA (Psychology)
1976-1978 - University of Wisconsin Center-Fond du Lac 1971-1976
Bill Mowbray Skills
- Retirement Planning
- Securities
- Insurance
- Retirement
- Estate Planning
- Strategic Planning
- Life Insurance
- Disability Insurance
- Fixed Annuities
- Mutual Funds
- Variable Annuities
- Equity Indexed Annuities
- Long Term Care Insurance
- ChFC
- Services
Bill Mowbray Summary
- Bill Mowbray, based in Madison, WI, US, is currently a Financial Advisor, ChFC®, RICP® at Legacy Advisor Network. Bill Mowbray brings experience from previous roles at Baer Insurance Services, Inc. . Bill Mowbray holds a 2016 - 2017 RICP® in Retirement Income Planning @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Securities, Insurance, Retirement, Estate Planning and more. Bill Mowbray has 2 emails and 2 mobile phone numbers on RocketReach.
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