William Willes is an independent LPL financial advisor who has been registered as an investment advisor representative for over 40 years (currently with LPL). For 35 years, he was employed by several different major wire house firms. Since 2010 he has been an independent financial advisor with LPL Financial. His experience includes retirement planning strategies, portfolio management, financial consulting, and other types of securities transactions. He is also licensed to do long term healthcare and life insurance. William works closely with individuals, couples, and families in helping them pursue their financial goals and retirement planning strategies. If an investor is looking for a consistent income stream or growth, he has developed investment strategies to fit these objectives. One of William’s primary activities is providing proactive asset management and continuous research for those people who would like a totally managed portfolio. Several things that set him apart from other advisors are his experience, personal research, and proactive portfolio changes when necessary. In today’s challenging economic environment, it’s critical to have an established and experienced advisor who can provide not only a vast number of investment choices but also the experience to put them in place. Our management office is based in Mandeville, Louisiana where clients can meet our staff and discuss their investments in our designated conference room. If that is not possible, William is also happy to visit with you in your home or office. If you are seeking an experienced and committed financial advisor we would welcome the opportunity to discuss your personal needs and financial goals. All meetings and portfolio reviews are complementary and without obligation. Contact our office via phone or e-mail to discuss your investment and set up a face to face meeting.