Meet Our Team
Bill Powell
Senior Wealth Advisor
Bill brings nearly four decades of financial market experience to his work with clients. He began his career in 1987 as an independent bond trader, spending more than 20 years navigating the cash and credit markets through several significant market environments of the past several decades.
In 2009, Bill transitioned into wealth management, advising individuals and families at Northwestern Mutual and TD Ameritrade before joining Fidelity Investments in 2016 as a vice president and financial advisor.
Today, Bill combines his deep understanding of fixed income and credit markets with a client-first approach to wealth management. His perspective is grounded in a simple philosophy: successful investing isn’t about predicting the next market move—it’s about building a thoughtful strategy designed to navigate changing market conditions.
Bill works with clients on investment management, income planning and broader wealth strategies. He is based in Chicago and holds the Series 66 license, along with a real estate licenses.