Background and experience

With over 30 years’ experience in the investment industry, Bill has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. As a Senior PIM Portfolio Manager for advisory clients, Bill oversees the selection, implementation, and monitoring of specific investment strategies to help clients build, manage, preserve, and transition their wealth.

Growing up with his father in the investment industry, Bill knew that someday he would like to follow in his father’s footsteps. While earning his bachelor’s degree at the University of New Mexico, upon graduation he promptly began his journey.

Bill began his career in 1992 as a Financial Advisor with Kemper Securities in Lakewood, CO, where he developed his fundamental investment knowledge. He joined A.G. Edwards & Sons in 1993, which later was acquired by Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In 2002, desiring to take a team approach in providing personalized financial advice for individuals and families, Bill teamed up with his father, William E. Werley, Sr., who began his investment career in the spring of 1968.

2010-2014, Bill became a Portfolio Manager within the Fundamental Choice program, which is a customized advisor portfolio program that utilizes active asset allocation management. Bill’s passion for learning doesn’t end there. In 2014, Bill earned the designation Private Investment Management (PIM) Portfolio Manager, only later to become a Senior PIM Portfolio manager in 2020, where he offers customized portfolio management geared toward your specific investment goals.

Away from the office

Bill spends his free time with his wife, Lisa, and their three children. As native Coloradans, they enjoy traveling between Colorado and Harlingen, TX, while enjoying golf, tennis, skiing and other outdoor activities.

CA Insurance License # 0G77276

The Fundamental Choice / PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

CA Insurance License # OC89017

Background and experience

For over five decades Bill has been committed to giving advice to multi-generational clients and coupled with his personal experiences has helped them work toward their long-range financial objectives. With extensive experience throughout major shifts in the markets, Bill has dedicated his career to delivering personalized investment planning services their clients deserve.

Bill entered the sales engineering field after graduating from Case Institute of Technology in 1961, but gave up corporate relationships such as Boeing, Martin-Marietta, and Los Alamos Labs for a more personalized challenge in the investment arena. This transition began in 1968, launching his career as a Financial Advisor with Boettcher & Co. in Denver, Colorado, where he developed his fundamental investment knowledge. He Joined A.G. Edwards & Sons in 2002, which was later acquired by Wachovia Securities, a predecessor firm of Wells Fargo Advisors. That year, desiring to take a team approach in providing personalized financial advice for individuals and families, Bill teamed up with his son, William E. Werley, Jr., who began his investment career in the summer of 1992.

Away from the office

Bill spends this free time with his wife Joanne, their children and grandchildren, and they remain active by playing golf and enjoying riverboat cruises.

Background and experience

For over five decades Bill has been committed to giving advice to multi-generational clients and coupled with his personal experiences has helped them work toward their long-range financial objectives. With extensive experience throughout major shifts in the markets, Bill has dedicated his career to delivering personalized investment planning services their clients deserve.

Bill entered the sales engineering field after graduating from Case Institute of Technology in 1961, but gave up corporate relationships such as Boeing, Martin-Marietta, and Los Alamos Labs for a more personalized challenge in the investment arena. This transition began in 1968, launching his career as a Financial Advisor with Boettcher & Co. in Denver, Colorado, where he developed his fundamental investment knowledge. He Joined A.G. Edwards & Sons in 2002, which was later acquired by Wachovia Securities, a predecessor firm of Wells Fargo Advisors. That year, desiring to take a team approach in providing personalized financial advice for individuals and families, Bill teamed up with his son, William E. Werley, Jr., who began his investment career in the summer of 1992.

Away from the office

Bill spends this free time with his wife Joanne, their children and grandchildren, and they remain active by playing golf and enjoying riverboat cruises.

Background and experience

With 16 years of financial services experience, Maria strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

Maria’s attention to detail and exceptional client service makes her a valuable member of the team.

Background and experience

With 16 years of financial services experience, Maria strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

Maria’s attention to detail and exceptional client service makes her a valuable member of the team.

Background and experience

With a little over 2 years in the financial industry business, Ashley enjoys working with clients and getting to know them individually. She supports our team by handling client inquiries, money movement, sell and buy orders, as well as procuring documents such as statements and account summaries. Ashley has had the pleasure of working with our group for over a year and thoroughly enjoys helping our clients achieve their financial goals.

Ashley’s thirst for knowledge benefits all clients as she navigates our firms’ resources and systems to expediate client requests and embraces technology to enhance their experience.

CA Insurance License # 4342963