Bill Winchester has two goals in mind when working with clients: “My focus is generating income so they can enjoy the present and preserving capital so they can feel confident about the future.” Bill thinks it is imperative to ask each and every client, “How much do you need and when do you need it?”
Bill, who entered the financial services world in 2000, spent the first 2 years of his career with AmSouth before Joining Sun Trust Investment Services (to become SunTrust Wealth and Investment Management) in 2003. Working in the investment departments of both AmSouth and SunTrust as both a licensed assistant as well as a financial advisor, Bill developed both the understanding and need that retirees have for income as well as the drive for success for his clients.
During this time Bill also strengthened his ability to synthesize data from many places and condense it into a usable and manageable financial plan. Bill carries that understanding to LWWM and utilizes that knowledge every day when analyzing each client’s personal situation and working with them to prepare a customized plan.
Bill has a degree in finance from the University of Tennessee Chattanooga and holds the Chartered Retirement Planning Counselor (CRPC) designation. He is an alumnus of and former soccer coach at The Baylor School, Chattanooga.
Bill has been married to his wife, Ayana, since 2001, and the couple are proud parents to Hannah and Madeleine. The family attends Ridgedale Baptist Church, where Bill serves as a deacon and a Sunday school teacher. He also currently serves as president of the St. Peter’s Episcopal School Board of Trustees, as well as the fourth and fifth grade soccer coach.
Raymond James is not affiliated with the above organizations and/or charitable causes.