William R. Geiler, III, CFP®

As a CERTIFIED FINANCIAL PLANNER® professional, William “Billy” Geiler believes in taking a holistic approach with his clients by helping them in all facets of their financial lives. Billy’s goal is to develop long-term relationships with families to help them realize their dreams. Billy is passionate about educating himself as well as others; it’s a never-ending process. Through personal client knowledge and understanding, he empowers them and finds new ways for future growth and success together. He has a trusting and sincere personality that makes clients feel comfortable and confident.

Billy brings to Spectrum Wealth Strategies a strong background in the financial services industry. Before joining Spectrum in 2004, he spent 4 years with Fidelity Investments in their Private Wealth Management Division working exclusively with High Net Worth clients. His licenses and designations include the Group 1 (Life and Health), Series 7, Series 24, Series 53, Series 63 and CFP®.

Billy graduated with a BBA in Finance from Baylor University. He resides in Plano with his wife Nicole and their two sons, Will and Henry.