Bill Lourcey, partner and co-founder of Walton Lourcey Wealth Advisors, began in the Financial industry in 1998. He holds his Series 6, 7, 63, and 65 licenses, as well as the Chartered Retirement Planning Counselor (CRPC) and Certified in Long- Term Care (CLTC) designations.
In the early 2000s, Bill hosted radio and television shows focused on financial literacy. He has also had several articles published on various financial topics. He was awarded the Five Star Wealth Advisor award in 2015, 2016, 2018, 2019, 2020, 2021, 2022, 2023, and 2024.
Bill offers diverse planning and strategy expertise to each client, combining the pieces into one plan to help them achieve their financial goals.