The path to one’s future often involves an unexpected turn or two, as it did for Bill Paxton. After earning his electrical engineering degree in 1987, Bill was hired by General Electric as a sales engineer, to market complicated locomotive products that required a personable engineer to sell. Ten years later, he was approached by John Stevenson, Sr. to join his investment business as a partner. Bill made the unlikely switch from a reciprocating compressor marketing manager for Gardner Denver to advising investors.
Each team member wears many different hats, from assisting individual clients with investment planning and annual reviews to serving as lead advisors for business relationships. Bill is the team’s lead Financial Advisor on retirement plans, responsible for the plan design and annual plan reviews, and he is often the support for plan participants who call in. The team’s onboarding process for new clients can be as simple as suggesting a mutual fund or as complex as a detailed plan involving the Envision® planning tool, coordinated with a client’s support personnel and other professionals such as accountants, bankers, and lawyers. Bill and his team have in-depth experience servicing any level of client.
We believe the team’s strengths lie in their approach to estate investment planning, business succession, and corporate and insurance solutions. They understand the complexity of situations clients present and they try to devise appropriate solutions – that’s what they believe separates their team from their competition. Bill and his team enjoy working with clients who value their advice and ability to address many scenarios. At the heart of all they do is a desire to help clients define and meet their goals.
Outside of work, Bill is very active in the Quincy community, serving a variety of organizations including the Boy Scouts of America, the Advocacy Network for Children/CASA, past president of the Historical Society of Quincy and Adams County, and his church, and his sons’ school sports programs. Bill and his wife, Pattie, enjoy traveling, and he is a longtime collector of vintage items, especially 19th century cast iron coin banks.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
