EQIS, a Freedom Advisors Company
Bill Servis has a diverse work experience spanning several industries and roles. Bill began their career in 1990 as a Business Partner for Johnny Miller, a World Golf Hall of Fame member. In 1992, they started working in sales for Callaway Golf, where they stayed until 2003. From 2005 to 2009, Bill worked as an RIA for The Putney Financial Group. Bill then moved on to become the Northwest Regional Vice President for ATEL Securities Corporation from 2009 to 2012. In 2012, Bill joined GWG Holdings, Inc. as a Regional Director, responsible for investing in life insurance policies. Bill'stenure at GWG Holdings, Inc. ended in 2015. Since 2015, Bill has been serving as the SVP Key Accounts for EQIS Capital Management, Inc.
Bill Servis attended Livingston High School in New Jersey from 1967 to 1969. Following that, they enrolled at Embry-Riddle Aeronautical University from 1969 to 1972, where they pursued a field of study in Management.
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EQIS, a Freedom Advisors Company
EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform(TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.