BIO

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Bill Jeffrey has been serving his clients in the financial services industry since 1992 and launched Arise Advisors in 2014.  His desire is to assist his clients in unraveling the complexity of their financial lives to help them build and enjoy their wealth while creating a legacy for their families.  In working with his clients, Bill believes developing custom strategies to improve their financial well-being can also support their mission of stewardship.  He derives tremendous satisfaction in knowing he is helping to make a difference in his community.

Bill holds the designation of Life Underwriters Training Council Fellow (LUTCF) from the American College of Financial Services.  In addition, he is an active member of the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Professional Agents (NAPA).

Prior to his career in financial services, Bill served in the United States Army in the 82nd Airborne Division in numerous operations. A former oceanography student at Old Dominion University in Norfolk Virginia, Bill has a deep love and respect for the ocean and has been a member of the Surfrider Foundation for the past 25 years.

Bill is devoted to his wife, Karen, their four grown children and three grandchildren. Residing in Evans, Georgia, Bill is active in his community and has served on various boards and committees.