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), the National Association of Health Insurance Underwriters (CSRA/NAHU), 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 is a member of Cousteau Society and Surfrider Foundation.

Bill is devoted to his wife, Karen, and their four grown children. Residing in Evans, Georgia, Bill is active in his community and has served on various boards and committees. He and his wife are active members of Stevens Creek Church.