As the owner and founder of Poulter Investment Advisors, Bill knows a thing or two about investing. His 19-year career in the financial services industry has taught him to be prepared, flexible, and patient when steering through difficult markets. Ultimately, Bill’s goal is to ensure that every client under his care achieves the confidence that only comes with financial preparedness, and he is grateful for the opportunity to have helped so many people throughout his career.
When he’s not helping clients prepare for their financial future, Bill spends his time on the golf course trying to perfect his swing. He also enjoys spending time with his wife and kids outdoors. When times get tough, Bill looks to his hero, Steve Jobs, for inspiration. Bill reminds us, “Despite being fired from the company he founded, Steve Jobs learned from his mistakes and bounced back to become one of the most powerful men in the world. It’s an important lesson not to give up when you’re down.”