Broker Check
William A. Shea, ChFC, CFP®, CLU, CASL

William A. Shea, ChFC, CFP®, CLU, CASL

Financial Advisor

A graduate of J.J. Pearce High School in Richardson, Bill was awarded an athletic and academic scholarship to The University of Texas – Arlington. Bill completed his BBA at Texas Tech University in 1985.

While a senior at Texas Tech, Bill earned his Real Estate License and promptly began a career in Real Estate. After graduation and prior to joining the world of investment management, Bill enjoyed a successful 10-year career with State Farm Insurance becoming one of the youngest Superintendents in the country. During this time, Bill expanded his knowledge by continuing his insurance education with specialized financial planning studies as he planned to benefit others in areas of finance that had been commonly discussed and successfully practiced within his own family.

Bill specializes in creating Retirement Distribution Strategies for clients who are preparing for early retirement who must navigate the complex structure of the tax code to help maximize their retirement income and minimize taxes if under age 59 1/2. Additionally, Bill educates clients who are nearing age 70 1/2 or older in the management of IRA assets helping each person plan for Required Minimum Distributions. Building customized income distribution plans and paying attention to details are hallmark attributes that Bill exemplifies as he works with clients and their families to help reduce their tax liability, enhance retirement income and meet legacy planning goals to preserve IRA wealth for the next generation.

Bill received the highly sought after financial planning credentials Certificate in General Insurance (1988), Certificate in Financial Planning (1991), and the designations Chartered Life Underwriter (CLU in 1994), Chartered Financial Consultant (ChFC in 1997) Chartered Advisor for Senior Living (CASL in 2005) and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008. Bill holds the General Securities Registration, Principal and Municipal Securities Registrations. Current and past memberships include: The Financial Planning Association (FPA), International Association of Financial Planners (IAFP), National Association of Personal Financial Advisors, International Association of Qualified Financial Planners and member of FSC Broker Dealers President's Elite Club, which represents the highest level of performance nationally for one the country's largest Independent Broker Dealers.

Bill and his wife, Deanna, have been married for over 31 years and have 2 children.Bill is a golf enthusiast and plays to a single digit GHIN handicap.