Bill Stash
A. William Stash, Jr. is Managing Director of Investments and Financial Advisor at Wells Fargo Advisors. He is committed to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. In his more than 22 years of experience in the financial services industry, Stash has endured major shifts in the markets. This empowers him to help his clients structure balanced portfolios to address their specific financial goals.
Bill Stash Professional Experience / Academic History
Professional Experience
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Managing Director of Investments and Senior Financial Advisor
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Account Vice President of Investments and Financial Advisor
Academic History
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Master of Business Administration (MBA)
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BS in Human Resources Management
CAREER
- Stash served for 10 years as a Submarine Sonar Technician in the United States Navy before making a career change to financial services.
- He began his financial services career with PaineWebber in 1998.
- He moved his practice to Wells Fargo Advisors in Fernandina Beach in 2005.
AREAS OF FOCUS
- Estate Planning Strategies
- IRAs and IRA Strategies
- Retirement Planning
AWARDS AND RECOGNITIONS
- Stash has been recognized as a Premier Advisor since 2014.
- He was recognized as Forbes Best-in-State Wealth Advisor in 2019, 2020, and 2021.
OTHERS
- Stash is actively involved with his church and community.
- He is a board member of The Boys and Girls Club of Nassau County.
- He enjoys running, bowling, and golf.
A. WILLIAM STASH JR is registered to do business in: