My name is Bill Roberts and welcome to my website.
I am an Equitable Advisors Financial Consultant and member of 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 and throughout the Midwest.
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 Equitable Advisors, and as a member of the Paramount Planning Group - an elite group of Equitable Advisors financial professionals.
- I am an Investment Advisory Representative and Financial Consultant of Equitable Advisors LLC.
- Certified by Equitable 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, Series 65 and Series 66.
- Certified Financial Planner (CFP) professional designation of the Certified Financial Planner Board of Standards, Inc. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
- Chartered Financial Consultant (ChFC) professional designation of The American College
- Chartered Life Underwriter (CLU) professional designation of The American College
- Accredited Investment Fiduciary (AIF) professional designation of the Center of Fiduciary Studies.
- Certified Retirement Education Specialist (CRES) professional designation of the National Tax-deferred Savings Association.
- A Bachelor of Arts degree from Wayne State University in Detroit, MI.
- Partner in The Snow Retirement Group, an Equitable Paramount Planning Group, with Michigan offices in Grand Rapids, Troy, and Davison. www.thesnowretirementgroup.com
- My wife, Jamee, and I, along with our three children, Noah, Emma and Makenna reside in Rochester, Michigan.