Bill Gervasi 2018-05-15T16:28:43+00:00
Bill Gervasi, Board Member
Bill Gervasi, Board MemberFinancial Advisor, Edward Jones
Residing with my family in The Woodlands/Magnolia area since 2008, the
importance of serving the community I live in is fundamental to me. In 2008, my
wife, Patty, of over 25 years, along with our three children, moved from Michigan,
where I worked as an executive in the mortgage banking industry for 20 years.
I attended and graduated from Central Michigan University where I received my
bachelor of science in business administration.
As an Edward Jones financial advisor, I believe it’s important to invest my time to
understand what you and your family are working toward before you invest your
money. My mission is to help you achieve your financial goals. I offer financial
solutions customized to your personal needs, including retirement planning,
education savings, investment options for business owners as well as working
closely with your CPA and estate attorney. I address the issues that often keep
people up at night.
I am an active member of the community for my son’s local Boy Scout troop as
well as an active member of The Woodlands and Magnolia Chambers of
Commerce.
I have been a long-term investor and involved in the stock market buying my first
stocks at 12 years of age. I was fortunate enough to put myself through college
with my investments and by working. My hope is to help you achieve similar
results in meeting your retirement and savings goals while reducing the stress that
often times comes along with investing. My job is to ensure your hard-earned
assets are working for you as hard as you worked to gain them.
All aspects of our business are aligned to help us better understand and meet our
clients’ unique goals and needs. Relationships are key, and in our view, meeting
face to face builds strong relationships. We meet when it’s convenient and there is
never a fee for a financial review. I look forward to hearing from you and
scheduling a time to meet and discuss your individual situation and needs.