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Bill Byford

Financial Advisor at Organ Peak Financial Group
Intro Book
Bill Byford, a seasoned financial advisor with 20 years of experience, offers wealth management and investment advisory services to high net worth individuals, with expertise in marketing, finance, and retirement planning.
  • Claim this Profile
Location
Las Cruces, New Mexico, United States, US
Skills
  • Wealth Management
  • Mutual Funds
  • Finance
  • Marketing
  • Retirement
  • Show all
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Bio

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Bill Byford is a seasoned financial expert with 20 years of experience in wealth management, marketing, and investment advisory. As an independent registered investment advisor, he has helped high net worth individuals and institutional clients achieve their financial goals through personalized strategies and objective guidance. With a strong background in finance and marketing, Bill has successfully developed and implemented new business initiatives, including brand strategy and marketing relationships, at top-tier companies like Morgan Stanley and T-Mobile. He holds a BA in Finance and Marketing from New Mexico State University and is a licensed professional with Series 7, 63, 65, and 31 certifications.

Credentials

  • Series 7, 63, 65 and 31
    -

Experience

  • Organ Peak Financial Group
    • Las Cruces, New Mexico Area
    • Financial Advisor
      • 2004 - Present
      • Las Cruces, New Mexico Area

      As an independent registered investment advisor specializing in high net worth individuals and institutional money management. I offer personalized financial strategy completely objective and free from any conflicts of interest. I carefully prepare personal investment policy statements enabling our clients to enjoy life knowing they have a financial plan for every circumstances thrown their way. You will be assured of having a financial partner that will aid you in all personal financial decisions for you and your family.

  • Morgan Stanley Smith Barney
    • Las Cruces, New Mexico Area
    • Financial Advisor
      • 1997 - 2003
      • Las Cruces, New Mexico Area

  • T-Mobile
    • Albuquerque/Santa Fe and Las Cruces, NM
    • Sales Manager
      • Jul 1994 - May 1997
      • Albuquerque/Santa Fe and Las Cruces, NM

      As the sales manager for the Santa Fe, NM office I was in charge of developing new business for both retail and corporate for Albuquerque and Santa Fe, New Mexico. Transferred to El Paso to open our new offices in El Paso and southern New Mexico as we expanded our operations in New Mexico and west Texas markets.

  • US West Cellular/Verizon Wireless
    • Major Account Executive
      • Jan 1991 - Jun 1994

      Generated new business, and developed brand strategy and marketing relationships for our existing clients.

Education

  • New Mexico State University
    BA, Finance and Marketing
  • New Mexico State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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