William J. Stevens, CLU®, ChFC®, MSFS

Bill joined WestPac in May of 2021. With decades of experience in the Financial Services profession, Bill has a passion for helping people make smart financial decisions.

Bill started out as a financial advisor right out of college. Over the years he transitioned into corporate roles and has held numerous positions with various financial companies, gaining experience throughout the financial sector. Roles included managing the executive benefits sales division, leading the regional DI sales division, building and rolling out Guardian University, and running the new agency integration area for Guardian; building out the Learning and Development department, and acting as Chief Agency Officer for Penn Mutual; revamping and leading the retail broker dealer and career distribution for Foresters Financial. All his prior roles had one thing in common - helping people gain the resources, support and knowledge to achieve what they want in life.

Bill has always been focused on exceeding the expectations of the people he serves. Whether it be helping clients understand their financial choices and assisting them in putting winning strategies in place; or helping leaders or financial advisors find the right place to thrive, he is all about creating an unforgettable client experience.

As Executive Vice President of Agency Distribution and Growth. He and his team of financial advisors are focused on helping their clients put in place strategies that help them achieve all they want in life, today and for generations to come. He also assists the organization in their continued growth by helping
attract new advisors to the organization and by helping advisors with their continued professional growth.

Bill is married and has three grown children and six grandchildren. He enjoys spending time with family and friends, staying fit, sampling fine wine and great tequila, skiing, playing golf and spending time outdoors.