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Bill Alford

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Bill Alford

Associate Vice President of Wealth Management | World Investment Advisors (formerly Pensionmark)

United States

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Bill Alford

Summary

Bill Alford is currently serving as the Associate Vice President of Wealth Management at Pensionmark Financial Group, LLC, specializing in investment advisory services. His career has spanned various roles in the financial sector, including positions at Fidelity Investments and Bernstein Private Wealth Management, where he honed his skills in client relationship management and financial advising. With a solid educational background in Communications from Wayland Baptist University, Bill combines technical expertise with effective communication to meet client needs. His experience also includes a unique blend of roles in sales and customer service, particularly in high-pressure environments like the Houston Rockets. Bill's diverse professional journey reflects a strong commitment to client service and wealth management. He is passionate about leveraging his skills in a dynamic industry, constantly seeking innovative solutions to enhance client experiences. Bill's interests extend beyond finance, as he has a keen appreciation for the racing industry, further enriching his professional narrative.

General

Generalist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Startup Experience

Bill Alford

Work Experience

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Associate Vice President of Wealth Management at

World Investment Advisors (formerly Pensionmark)

May 2024 - Present

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Wealth Management Advisor at

World Investment Advisors (formerly Pensionmark)

August 2023 - May 2024

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Relationship Manager at

Fidelity Investments

March 2022 - August 2023

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Financial Representative at

Fidelity Investments

March 2021 - April 2022

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Private Client Administrator at

Bernstein Private Wealth Management

October 2019 - March 2021

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Specialized Member Services II at

USAA

August 2017 - October 2019

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Client Services Sr. Specialist II at

Jpmorgan Securites

December 2015 - August 2017

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Associate Claims Representative at

The Hartford

March 2014 - November 2015

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Physician Specialist at

The Scooter Store

January 2010 - January 2013

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Sales Representative at

Glazer's Distributors

January 2007 - January 2010

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Ticket Operations, Account Representative and Inside Sales at

Houston Rockets

January 2003 - January 2006

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Bill Alford

Education

Wayland Baptist University, Bachelor Of Applied Science (B.A.Sc.)

January 2010 - January 2012

Frequently Asked Questions about Bill Alford

What company does Bill Alford work for?

Bill Alford is a Associate Vice President of Wealth Management at World Investment Advisors (formerly Pensionmark), a company specializing in Monetary Authorities-Central Bank.

Where Bill Alford graduated from?

Bill Alford holds a degree in Communications from Wayland Baptist University.

Who is Bill Alford?

Bill Alford is currently serving as the Associate Vice President of Wealth Management at Pensionmark Financial Group, LLC, specializing in investment advisory services. His career has spanned various roles in the financial sector, including positions at Fidelity Investments and Bernstein Private Wealth Management, where he honed his skills in client relationship management and financial advising. With a solid educational background in Communications from Wayland Baptist University, Bill combines technical expertise with effective communication to meet client needs. His experience also includes a unique blend of roles in sales and customer service, particularly in high-pressure environments like the Houston Rockets. Bill's diverse professional journey reflects a strong commitment to client service and wealth management. He is passionate about leveraging his skills in a dynamic industry, constantly seeking innovative solutions to enhance client experiences. Bill's interests extend beyond finance, as he has a keen appreciation for the racing industry, further enriching his professional narrative.

Bill`s contact details

Colleagues

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Molly Knapp

VP, Financial Services

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Sean O'flaherty

Managing Director

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Aif Chris Strother

Senior Vice President of Retirement Services

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Cfp Clayton Boone Cfa

Managing Director and Chief Investment Officer - Wealth Management at WD Pensionmark

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Claire Chavez

Agency Chief Operating Officer

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Bruce Tobin

Managing Director

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