Broker Check

    William E. Rich, III

    Financial Advisor

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.


    PRODUCTS AND SERVICES


    • Fixed and Variable Annuities
    • Charitable Giving Strategies
    • Disability Income Insurance
    • Estate Conservation Strategies
    • Education Funding Strategies
    • Health Insurance
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Mortgage Protection (through life insurance and disability income insurance)
    • Lump Sum Pension Distribution
    • Medicare Supplement Coverage
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Mutual Funds
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance
    • Stocks & Bonds
    • Managed Accounts
    • Wealth Management Services


    QUALIFICATIONS


    • 22 Years in the Financial Services Industry
    • Licensed to sell Life, Health and Annuity in Florida and California
    • Series 7, 9, 10, 31, 52, 63, and 65 securities registered in CA and FL
    • CA Insurance License Number: 0G69531


    PERSONAL


    • 20 year resident of Sarasota
    • Hobbies: Aviation and astronomy
    • Education: University of South Florida, BA
    • Native of Florida's Space Coast


    ORGANIZATIONS


    • Member of Venice and Osprey Nokomis Chamber of Commerce 
    • Past president of Venice Sunrise Rotary Club
    • Member of Sarasota and Venice Orchid Societies