William Orbin

Background

About William Orbin

I have over 20 years of experience as a Financial Advisor. I specialize in developing customized investment planning strategies for individual, high-net-worth investors. I utilize the resources of Raymond James to provide my clients with the means to help them achieve their financial goals. A large part of my clientele are retired or soon-to-be retired individuals seeking income and an estate legacy. I began my career with Dean Witter which later became part of Morgan Stanley. In 2003, I started my independent office with my business partner, Greg Cooper, as a part of Wachovia Securities Financial Network which became Wells Fargo Advisors Financial Network. The move to Raymond James has been beneficial to my clients. Before becoming a Financial Advisor, I spent five years with Bank of America in the corporate office. I began as a Staff Accountant and left as a Senior Technology Analyst. I am a Kansas State University graduate with a B.S. in Business. I am also a graduate of The University of North Texas with a B.S. in Accounting- Business Control Systems. In my spare time, I attend many Texas Rangers games since we are avid baseball fans. I also enjoy golf and any outside activity. I have been married to my wife Carol for over 20 years and we have two great kids, Elizabeth and Olivia. I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals. I would like to help you with your retirement planning. This information is intended for use only by residents of AL, AR, AZ, FL, GA, MO, OH, OK, SD, TX, and UT. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.