My name is Bill Roberts and welcome to my website.

I am an AXA Advisors Financial Consultant and member of AXA Equitable's Retirement Benefits Group.  My practice focuses on retirement funding and financial strategies for both individuals and families.  I also provide retirement benefits services for several school districts and non-profit organizations across the state of Michigan.

I began my career with the organization on July 1, 1997, and have attended industry training and certification programs on a regular basis in building my business practice.  I have been recognized for my accomplishments as a top producer for the Retirement Benefits Group, of AXA Advisors, LLC, and as a member of the Paramount Planning Group - an elite group of AXA Advisors financial professionals.

  • I am an Investment Advisory Representative and Financial Consultant of AXA Advisors LLC.
  • Certified by AXA Advisors as a Retirement Benefits Specialist of Tax Sheltered Plans.
  • As a Retirement Benefits Specialist in the Retirement Benefits Group, I focus my business on retirement planning for educational/nonprofit organizations and businesses.
  • FINRA Registrations include: Series 6, Series 7, Series 63, and Series 65.
  • Certified Financial Planner (CFP) professional designation of the Certified Financial Planner Board of Standards, Inc. 
  • Chartered Financial Consultant (ChFC) professional designation of The American College
  • Chartered Life Underwriter (CLU) professional designation of The American College
  • A Bachelor of Arts degree from Wayne State University in Detroit, MI.
  • Partner in The Snow Retirement Group, an AXA Paramount Planning Group, with Michigan offices in Grand Rapids, Troy, and Davison.
  • My wife, Jamee, and I, along with our three children, Noah, Emma and Makenna reside in Rochester, Michigan.