Bill Markel, CFP® Senior Partner, Managing DirectorWilliam "Bill" Markel is a graduate of the University of Denver and has been in the financial services industry since 1981. Prior to joining Snowden Lane, Bill was a Senior Vice President at Merrill Lynch Wealth Management . His achievements include the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Bill helps clients determine long-term financial goals and implement customized investment strategies, utilizing when appropriate the services of top money managers throughout the United States. Bill lives in East Aurora, NY with his wife. Bill Markel has been recognized on the Forbes "Best-in-State Wealth Advisors" list for 2018, 2019, and 2020.
Magnolia Wealth Advisors