Bill Stadler's Location
Trumbull, CT, US
Bill Stadler's Work
- Mercer Advisors @ Mercer Advisors
- Founder and Financial Planner @ Next Act Financial Planning - Senior Life Planning Specialists
- Asst. Director of International Admissions and PDSO @ Post University
- International Admissions Counselor @ University of Bridgeport
- Managing Director and Owner @ NextStep Financial Planning, LLC
- Financial Planning Consultant @ Fidelity Investments
- Director of Specialized Home Care @ Fidelity House Human Services
- Creative Director and Co-Producer @ InterPlay Productions
Bill Stadler's Education
- Boston University
CFP (Personal Financial Planning)
2007 - 2009 - Eastern Nazarene College
BA (Mass Communication/Media Studies)
1980 - 1984
Bill Stadler's Skills
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Retirement Planning
- Financial Planning
- Wealth Management Services
- International Education
- Enrollment Management
- Investments
Bill Stadler's Summary
Bill Stadler, based in Trumbull, CT, US, is currently a Mercer Advisors at Mercer Advisors, bringing experience from previous roles at Next Act Financial Planning - Senior Life Planning Specialists, Post University, University of Bridgeport and NextStep Financial Planning, LLC. Bill Stadler holds a 2007 - 2009 CFP in Personal Financial Planning @ Boston University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Financial Planners, Retirement Planning and more, Bill Stadler contributes valuable insights to the industry. Bill Stadler has 2 emails on RocketReach.
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