Bill Purdy, CFP®
Bill Purdy is the head trader for Ventura Wealth Management, implementing the strategies for the multiple risk profiles that are customized by the firm. Keeping the clients as the primary focus, Bill custom tailors portfolios to meet individual’s short and long-term goals.
Bill works one-on-one with a wide array of individuals and families, providing personalized financial planning advice.
Bill provides every client personalized advice, peace of mind, and the compassion that they deserve. With a broad background, he has knowledge in many different and complex worlds that can be of benefit when making financial decisions.
Bill is a CERTIFIED FINANCIAL PLANNER™ and has been a Wealth Manager on the Ventura Wealth Management team since December 2015. In addition to earning his CFP®, Bill obtained both the Series 7 and Series 66 registrations. He started his career in the insurance industry and is still a licensed agent today, with Life, Health, Property and Casualty licenses in multiple states. Bill is a proud graduate of James Madison University, earning a Bachelor of Business Administration in management, with concentrations in technology, innovation, and entrepreneurship. He also continued his education as a JMU Duke in their Financial Planner Certificate Program.
Bill resides at the Jersey Shore with his wife and enjoys spending as much time as possible outside. When he’s not executing trades, Bill is an avid fisherman, catching everything from stripers inshore, to tuna in the offshore canyons. Bill is known to share his “wealth” of the catch of the day with family and friends and prepares delicious dishes for all to enjoy. He is an active member of his local community, serving as the Treasurer of the Point Pleasant Beach Rotary Club since 2018 and is a legacy member of the Manasquan River Marlin & Tuna Club.