Coordination of Advisors
Bill’s role on the team is to act as relationship manager and trusted advisor for many of IronBridge’s high net worth clients. Bill offers many years of experience overseeing his client’s full financial team of advisors as he believes a coordinated effort insures better success. He does this by coordinating the integration of a client’s entire financial team, including attorneys, tax advisors and other professionals, so that our clients receive the best thinking of the full team. He also helps clients implement financial planning solutions following recommendations made by a client’s overall team.
Debt Optimization Strategies
Bill also advises clients on how to structure loans, lines of credit, and other custom debt platforms to help optimize debt within a client’s overall wealth plan. Once loans are analyzed, he also helps introduce our clients to the bank or financial institution that can best handle the recommended structure.
Successful 40-Year Career in Banking and Wealth Management
Prior to joining IronBridge, Bill was a Senior Relationship Manager at Wells Fargo Private Bank for 15 years. Bill offers a wide array of financial solutions and advice, including customized credit, asset management, financial and estate planning, and trust services. He was named a Concord Elite advisor multiple times, a designation reserved for the most distinguished producers in the bank. Bill began his career at Bank of America and has experienced with his clients the Austin real estate bust of the 1980’s, the tech boom of the 90’s, the current local real estate boom, amongst other market cycles.
As a native Houstonian, Bill graduated from Lamar High School and the University of Texas at Austin. Bill, and his wife Rita, relocated to Austin in 1984 where they have both been actively involved in their community. Bill has served on numerous charitable boards to include the Austin Museum of Art, Eanes Education Foundation, Downtown Austin Alliance, Juvenile Diabetes Foundation, and most recently, the Westcave Outdoor Discovery Center. As a realtor at Moreland Properties, Rita has helped clients buy and sell residential properties for over 20 years. Lastly, Bill and Rita cherish the fact that their two adult children both live here in Austin with their two grandchildren.