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Bill Alford
Bill Alford
Associate Vice President of Wealth Management | World Investment Advisors (formerly Pensionmark)
United States
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.
Bill Alford
Work Experience
Associate Vice President of Wealth Management at
World Investment Advisors (formerly Pensionmark)
May 2024 - Present
Wealth Management Advisor at
World Investment Advisors (formerly Pensionmark)
August 2023 - May 2024
Relationship Manager at
Fidelity Investments
March 2022 - August 2023
Financial Representative at
Fidelity Investments
March 2021 - April 2022
Private Client Administrator at
Bernstein Private Wealth Management
October 2019 - March 2021
Specialized Member Services II at
USAA
August 2017 - October 2019
Client Services Sr. Specialist II at
Jpmorgan Securites
December 2015 - August 2017
Associate Claims Representative at
The Hartford
March 2014 - November 2015
Physician Specialist at
The Scooter Store
January 2010 - January 2013
Sales Representative at
Glazer's Distributors
January 2007 - January 2010
Ticket Operations, Account Representative and Inside Sales at
Houston Rockets
January 2003 - January 2006
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
VP, Financial Services
Managing Director
Senior Vice President of Retirement Services
Managing Director and Chief Investment Officer - Wealth Management at WD Pensionmark
Agency Chief Operating Officer
Managing Director