Bill Carey*

Financial Representative

[email protected]

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Bill Carey started in the financial services industry in 1976 with Prudential Financial Services in Chicago, IL. He was promoted to management in 1979 and stayed with the firm for 25 years. Prudential transferred him down to Fort Lauderdale, Fl in 1989 as a Manager and Pension Specialist.

In 1995 he was recruited by Mony Financial Services where he trained and supervised financial advisors. In 1998 he was recruited by Axa Advisors, a financial services firm operating in over 60 countries where he also trained and supervised and held the title
of Vice President.

Bill Carey holds a series 7 security license, a life, health, and variable annuity license as well as a series 24 principal license.

Bill focuses on investment planning, insurance, and securities planning, and has taught numerous seminars on tax-qualified pension plans for businesses and the self-employed.

He was a co-host with the popular South Florida financial radio talk show “The Wealth Doctors” which aired on AM 740.

Bill resides in Pompano Beach Florida with his wife Jan and has two daughters.