Bill Bundy strives to provide clients with confidence and reassurance by customizing wealth management solutions that help them to build, manage and preserve their wealth.
Bill is a people person: He loves to listen, learn, teach, and help others. Bill understands that clients who are focused on the demands of their careers and busy lives need to be able to work with and trust someone to guide their financial planning and investment journey to help achieve their financial dreams. Bill guides clients through the financial planning process to clarify what they want to achieve and then delivers compelling solutions that helps increase their financial confidence and, in turn, allows them to focus on enjoying their life.
Bill has been working with clients to create comprehensive financial plans since 2011. Prior to joining Bank of Colorado Investment Services (Raymond James), he spent 21 years as a senior manager with a fortune 50 high-tech firm. He earned his MBA from Colorado State University and his B.S. in Computer Information Systems from Arizona State University. Bill also completed the Executive Development Program through the Wharton School of Business at the University of Pennsylvania.
Bill and Laura, his wife of 30+ years, have lived in Northern Colorado since 1992 and enjoy all the spectacular outdoor fun Colorado offers. They are the proud parents of two adult children: son, Cole, and daughter, Aili. Bill is actively involved in his church, community, and professional organizations.
Bill prides himself on his high integrity and honest reputation. He looks forward to earning your trust and helping you achieve your financial dreams.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.