As a Chartered Retirement Planning CounselorSM, William Reap has in-depth knowledge of the needs individuals face both before and after retirement. He engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.
Bill is a skilled listener who always strives to gain a good understanding of each client’s financial situation and personal feelings in order to personalize a financial plan for them.
Important proponents of the relationships he builds with clients are teaching them how to develop good financial habits and helping them comprehend the complexities of the essential financial matters in their lives. His goal is that they can experience financial independence and well-being so they can enjoy their lives through retirement. Bill joined A.G. Edwards in 2007 and first teamed up with Brian in 2008. The two joined Mark in 2013, then transitioned together to NEXT Retirement Solutions and Raymond James Financial Services in 2017. Bill holds Series 7 and Series 66 licenses, as well as life and health insurance licenses. He earned a bachelor’s degree in business from Marquette University, where he served as president of the professional business fraternity Delta Sigma Pi.
Originally from St. Louis, Bill lives in Chicago with his wife, Amy, and daughters Kaitlin, Abby and Finley. In his free time, Bill enjoys coaching softball, soccer and basketball for his three daughters.