Bill Purdy has been a Financial Advisor on the Ventura Wealth Management team since December 2015. He oversees the majority of trading in client accounts and implements new portfolios into models appropriate for their risk profile. Being well-versed in the insurance industry as well, Bill also advises clients on insurance coverage. Whether you are looking to save for retirement, planning for a child’s education expense, or looking for the best way to “buy that boat,” Bill can help you develop the best plan to achieve your goals.
Bill holds the Series 7 and 66 registrations, as well as Life, Health, and Property and Casualty insurance licenses in multiple states. He is a graduate from James Madison University with a Bachelor of Business Administration in Management with concentrations in Technology, Innovation, and Entrepreneurship.
He serves as an active member of the Manasquan River Marlin and Tuna Club which partners with the Make-A-Wish Foundation and local conservation programs. Bill is an outdoor enthusiast passionate about fishing, scuba diving, and snowboarding. His professional experience spans many different backgrounds from maritime and police work, to insurance and finance, providing Bill with a unique ability to work with individuals and families from diverse backgrounds.