William C. "Bill" Ferber
Growing up in Vermilion, Ohio, Bill has spent the majority of his life happily residing in Northeast Ohio. Coming from a diverse business background, Bill’s transition into the Financial Services industry was driven by two key factors:
1) His desire to serve and help others.
2) His personal family experiences with money growing up.
Bill believes passionately on planning and using financial planning as a “navigational chart” to help clients reach their life goals. Furthermore, Bill believes strongly in educating his clients, and any plan participants, on the basis of Evidence-Based investing. Bill is currently pursuing his Certified Financial Planner designation, and holds a Series 6, 63, and 65 licenses.
An active member of F3 Cleveland, when Bill is not outside, working-out at 5:45 am, you can find him spending time with Angie and their two boys, Billy and Michael.
A lifetime resident of Avon Lake, Angie attended Magnificat before enrolling at The Ohio State University where she studied Marketing and Business. As an OSU Football Recruit Hostess, she had the privilege of meeting with the school’s top football recruits and their families, coaches, along with some of the legends of OSU’s football team.
Following college, she started a job with UBS which provided her the opportunity to work with top producing advisory teams in Columbus, Ohio, Clearwater, Florida, and Birmingham, Michigan.
During her time with UBS, Angie perfected her ability to service ultra-high net worth clients, and was recruited by corporate to train other advisory teams across the country. Angie’s love and passion for helping others, provides our cleints with a world-class service. She currently holds a Series 7 and 66 licenses.
An active Yogi for 15 years, Angie enjoys continuing and perfecting her practice, but above all, loves being a mother to Billy and Michael.
Happy to reside in Avon Lake, Ohio, Bill and Angie are proud parents to Billy (aka LB) and Michael (aka Big Mike). When father-son wrestling matches are not taking place at home, we enjoy spending time with our boys at nearby parks, trips to Florida, and at our family cottage in Michigan’s Upper Peninsula.