General Info

Bill Perry joined First Command Financial Services as a Financial Advisor in February 1997, following a 26-year career in the United States Army. There, he attained the rank of command sergeant major and served in positions of increasing responsibilities culminating as the command sergeant major of the U.S. Field Artillery Center and Fort Sill, Oklahoma. A graduate of the University of Louisville with a Bachelor of Science degree in Occupational Education and Chapman University with a Master of Science degree in Human Resource Management and Development, Bill holds Series 6, 63, 65, 7, 24 and 26 securities licenses plus state life and health insurance licenses. He is a Certified Financial Planner & Trade certificant, a Chartered Financial Consultant, Chartered Life Underwriter and a member of the Financial Planning Association, GAMA International, the Financial Services Institute and the National Association of Insurance and Financial Advisors. Understanding that the single most powerful contributor to financial well-being is behavior, Bill works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Bill is ready to assist clients as they pursue their goals through a lifetime financial journey. Bill is a member of the Fayetteville Chamber of Commerce, the Military Affairs Committee and the Association of the United States Army.