Managing Partner and Financial Advisor
Bill is a managing partner and co-founder of KB Elliott Financial Advisors. Bill received his Bachelor’s Degree from Illinois State University in 1983, and began working in the financial services industry in 1985 as an advisor with VALIC. In 1998, he became the District Manager for the Illinois District of VALIC Financial Advisors. Throughout his career, Bill has helped thousands of clients with retirement, estate, and investment planning. Bill has his series 6 (Investment Company Products/Variable Contracts), 7 (General Securities), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law), 51 (Municipal Fund Securities Principal), 26 (Investment Company Products/Variable Contracts Principal), and 24 (General Securities Principal) FINRA registrations. Bill is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Bill is a lifetime resident of Peoria who believes firmly in giving back to the community. He is very active in the Independent Sports Club of Central Illinois, whose primary function is raising funds for area youth sports. He is a past president and current board member of the ISC. He is also the board secretary of the Peoria Art Guild. Bill is an advocate of several charitable organizations including, Susan G. Komen, The Children’s Home and St. Jude’s Foundation.
Bill and his wife Roberta reside in Peoria. They have three wonderful children – Erin, Theresa, and Billy.