Bill Clements – Advisor / Founder
Bill Clements was raised in Durango, CO and spent most of his youth exploring the rivers and mountains of majestic Southwest Colorado.
He began working for his father at Legacy Financial Advisors while attending Fort Lewis College and attained his series 7, 66 and 24 licenses while still in college. With a Bachelor’s Degree in Finance, Bill went to work full time in the securities industry and in 2002 became a Registered Principal. Bill continues his role as a registered representative, second generation advisor, and majority owner of Legacy Financial Advisors.
As an Accredited Investment Fiduciary/ Financial Advisor who has been in the industry since 1998, Bill utilizes a holistic approach, ensuring that client’s savings, time horizon, and risk tolerance all work together to meet their long-term financial goals in preparation for and during retirement. Bill’s particular areas of expertise are technical market analysis, portfolio construction, and client service.
Overseeing a team with nearly 80 years of accumulated knowledge gives Bill a solid foundation for his well-thought out recommendations. The Legacy Financial Advisors staff spans three generations from Baby-boomers to Generation X to Millennials. Bill feels this, “Gives us a unique ability to both have a long-term investment perspective and the youth needed to innovate and continuously improve.”
Looking forward, he hopes to continue his lifelong love with the outdoors through kayaking, skiing and golfing. His other love is helping his clients retire and reach their long-term financial goals.