William Gerdts
Managing Director - Investments at Raymond James | San Jose, California, United States
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William Gerdts serves as the Managing Director of Investments at Raymond James, where he leads the Gerdts Investment Group with a commitment to delivering tailored financial solutions to a diverse clientele. With over 40 years of experience in Private Wealth Management, William has honed his expertise in creating custom portfolios that reflect the unique financial goals and aspirations of individuals, families, trusts, and corporations. His approach is deeply rooted in fundamental analysis and a long-term value investing strategy, allowing him to navigate the complexities of the financial markets effectively.
At Raymond James, William is actively involved in key projects that focus on multi-generational wealth planning and estate investment strategies. He works closely with clients to develop comprehensive retirement planning solutions that not only secure their financial future but also ensure a lasting legacy for generations to come. His proficiency in risk management and tax-efficient strategies further enhances his ability to craft investment plans that align with each client's specific needs.
William is passionate about educating his clients on market dynamics and his investment philosophy, fostering a collaborative environment where informed decisions can be made. His skills in stock research and equities are complemented by a deep understanding of insurance and 401(k) strategies, positioning him as a trusted advisor in the financial landscape. Through his leadership at Raymond James, William continues to empower clients to achieve their financial objectives while navigating the ever-evolving investment landscape with confidence and clarity.
Managing Director - Investments at Raymond James in November 2018 to Present
Managing Director - Investments at Wells Fargo Advisors in January 2008 to November 2018
Senior Vice President - Investments at AG Edwards in January 1999 to January 2008
Senior Vice President - Investments at Sutro & Co. Incorporated in January 1996 to January 1999
Senior Vice President - Investments at EVEREN SECURITIES, INC. in January 1990 to January 1996
Senior Vice President - Investments at BATEMAN EICHLER, HILL RICHARDS, INCORPORATED in January 1983 to January 1990
Vice President - Investments at SUTRO & CO. INCORPORATED in January 1978 to January 1983
Financial Advisor at DEAN WITTER & CO. INCORPORATED in January 1973 to January 1978
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Financial Advisory
Retirement Planning
Estate Investment Planning
Investment Planning
Stock Analysis
Investment Strategies
Financial Analysis
Stock Research
Risk Management
Equities
Insurance
Tax-Efficient Strategies
401(k) Strategies
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Discover more about Raymond JamesWhat is William Gerdts email address?
Email William Gerdts at [email protected]. This email is the most updated William Gerdts email found in 2026.
What is William Gerdts phone number?
William Gerdts phone number is +14157029221 and +14156456455.
How to contact William Gerdts?
To contact William Gerdts send an email to [email protected]. If you want to call William Gerdts try calling on +14157029221 and +14156456455. (updated on October 29, 2024)
What company does William Gerdts work for?
William Gerdts works for Raymond James
What is William Gerdts's role at Raymond James?
William Gerdts is Managing Director - Investments
What industry does William Gerdts work in?
William Gerdts works in the Financial Services industry.
William Gerdts Email Addresses
William Gerdts Phone Numbers
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