Billy Siddall

Background

About Billy Siddall

I would describe myself as ambitious, hard-working, and a driven individual. I'm constantly in pursuit of looking for ways to improve. Whether it's striving for the best ways to serve our clients, driving better health and fitness for me and my family, or fostering a purpose filled life, I thrive on productivity. KEY VALUES: Trust and communication are central to every relationship that's formed. The discussion always begins with your unique situation and ends with a plan developed specifically to address what matters most to you. You've worked hard your entire life to earn what you have, and you deserve a trusted team of advisors who puts you first. We understand and appreciate the level of trust families place in us. The commitment to your trust is shown by honoring your goals, concerns and expectations. PROFESSIONAL EXPERIENCE: I'm a seasoned advisor with over 18 years of business, training, and financial management experience and working with families in a one on one basis. I hold various licenses that include the SIE, Series 7, 66, 3, 9, and 10. Additionally, I am a CERTIFIED FINANCIAL PLANNER® professional as well as holding the CRPC® designation. I graduated Magna Cum Laude from the University of Mississippi earning a Bachelor of Science degree with a double major in Banking/Finance and Biology. I AM MOST PROUD OF: • My faith and my amazing wife, Lisa, along with the two phenomenal children she has given me. • Within my career, I've had the privilege of coaching and mentoring other Financial Advisors. • The deep relationships I've been able to build with other families, and the personal enrichment it has given me. • The trust and confidence families put in our team, and the meaningful impact made in their lives.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC®, and the CRPC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.