William A. Bridell (Billy) is dedicated to serving the complex wealth management needs of affluent investors, with a multi-generational focus on asset growth and preservation. Having served his clients for more than 30-years, Billy’s core value is comprised of three (3) components of financial services:

1)      Multi-Generational Planning & Services: Once a family has significant wealth, the challenge becomes preserving it for future generations. His focus is on complete, multi-generational planning using CERTIFIED FINANCIAL PLANER® professionals to plan and identify tax, estate planning strategies, investment, cash management and access to lending products and services through Wells Fargo affiliates for today and far into the future. Billy also offers comprehensive investment, charitable & estate concierge services to suit each family’s circumstances.

2)      Investment Process: Through the years, Billy has developed an investment process based on institutional principles, financial theory, and the latest industry practices. With robust research and the strength of Wells Fargo Advisors products and resources, each portfolio is actively designed, and goals based.  He uses a diversified selection of individual holdings and alternative investments.

3)      Intellectual Capital: Through Wells Fargo Advisors, Billy has access to well educated, multi-generational professionals that match the demographics of his client-base. Team members are dedicated to planning, estate planning strategies, philanthropic planning, portfolio reporting, investment research, cash management and insurance planning and access to lending products and services through Wells Fargo affiliates.

Billy graduated from Auburn University with a B.S. in Finance and has been recognized through the industry as a Forbes Best-in-State Wealth Advisor* in 2023.  Billy enjoys spending his free time with his wife Lisa and their six children, spouses, and grandchildren. His passions away from the office are upland bird hunting, fishing and traveling.

*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).  The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.