People

Bill Stash

Bill Stash

Formal First Name
William (Bill)
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A. William Stash, Jr. is Managing Director of Investments and Financial Advisor at Wells Fargo advisors. He is committed to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. In his more than 22 years of experience in the financial services industry, Stash has endured major shifts in the markets. This empowers him to help his clients structure balanced portfolios to address their specific financial goals.

Professional Experience


Academic History

CAREER


AREAS OF FOCUS

  • Estate Planning Strategies
  • IRAs and IRA Strategies
  • Retirement Planning


AWARDS AND RECOGNITIONS

  • Stash has been recognized as a Premier Advisor since 2014.
  • He was recognized as Forbes Best-in-State Wealth Advisor in 2019, 2020, and 2021.


OTHERS

  • Stash is actively involved with his church and community.
  • He is a board member of The Boys and Girls Club of Nassau County.
  • He enjoys running, bowling, and golf. 


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