Bill McClanahan is a Financial Advisor for Consolidated Planning. He has received his Series 7 and 63, Life, Health, and Long-Term Care insurance licenses and is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®).
Altogether, Bill has spent well over a decade in the financial services industry, working through corporations such as Bank of America, Wells Fargo, Suntrust, TIAA, and AIG before beginning his role here at our firm.
Growing up, Bill was fortunate to live in a family that felt financially stable. However, as he got older, he came to understand the difference between stability and sustainability regarding finances. As he pursued a career in the financial services industry, Bill noticed two important flaws: clients with large assets were not being protected against erosion in the long term, and clients with small assets were not seeking the advice they deserved.
That is why it has become Bill's mission to provide clients with financial advice that is accessible and sustainable. Throughout his career, Bill has been inspired by clients’ stories with any number of unique backgrounds and situations. Regardless of where they came from or how much they came with, Bill is passionate about providing them with advice that could last a lifetime.
His wife, Reed, and two children are his other sources of inspiration. When he is outside of the office, you might find Bill spending time with them watching sports, and enjoying family time.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.