William Simonds started his profession as a Financial Advisor in April 1995. He is licensed with the Financial Industry Regulatory Authority with a Series 7 General Securities License. In the State of Michigan he is licensed with the Series 65 Uniform Investment Advisor and Series 63 Uniform Securities Agent and through the Michigan State Insurance Bureau with Accident and Health, Life and Variable Contracts.
In 2006, Mr. Simonds earned the Chartered Wealth Advisor designation from The Estate and Wealth Strategies Institute at Michigan State University.
Mr. Simonds' financial career started in 1980 working as a banker in the Battle Creek and Kalamazoo area. During the majority of his time as a banker, he served as a Branch Manager or a Commercial Loan Officer.
During the past thirty five years Mr. Simonds has been very active in the community. He has provided leadership and his financial expertise to many organizations. A few of the organizations he is currently or recently involved with include;
Battle Creek Community Foundation, Past Chair of Board of Trustees, Past Chair of Finance & Investment Committee. Current member Audit and Impact Investment Committees.
First United Methodist Church, Past Endowment and Memorial Committee
United Way of the Battle Creek and Kalamazoo Region, Past Campaign Cabinet
Battle Creek Area American Business Club (AMBUCS) Past President, Past Treasurer
Duck's Unlimited Calhoun County Chapter, Past Chairman, Past Treasurer
Bill is very proud of his community and enjoys his involvement in organizations that improve the quality of life for all its residents.