William J. Kearney, Jr.

President

Bill serves as President and Business Manager of FirsTrust, overseeing the firm's day-to-day operations. He is often the first voice to welcome prospective clients to the firm.

113 Executive Circle, Daytona Beach, FL 32114
(386) 788-3737info@financialteam.comLinkedIn
William Kearney profile picture

Education

Bachelor of Science

Florida Institute of Technology

Licenses & Certifications

Investment Advisor Representative

U.S. Securities & Exchange Commission (SEC)

Professional Affiliations

National Association of Personal Financial Advisors (NAPFA)

Registered Associate

Industry Experience

25+

Years of Experience

Specializations

New Client Onboarding & Relationship Management

Business Operations & Firm Management

Client-Advisor Matching & Team Coordination

Custodial Platform Integration

Prospective Client Consultation

Operational Leadership & Strategic Planning

Professional History

Current
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President

FirsTrust

Current

Oversees the firm's day-to-day management and serves as the initial point of contact for prospective new clients.

FirsTrust Logo

Executive Officer

FirsTrust

2000

Joined FirsTrust and assumed various management duties including pairing prospective clients with members of the financial team.

Manager

TD Ameritrade Institutional

Previous

Provided support to independent financial advisors across the country.

Financial Advisor

TD Ameritrade

Previous

Financial Advisor

American Express Financial Advisors

Career Start

When Bill was a young boy, his family relocated from Detroit, Michigan, to Florida's east coast; they never left. Bill feels fortunate to have been raised by two loving parents in a tight-knit community and surrounded by coaches and teammates who taught him the importance of being part of something greater than himself.

After earning a degree from the Florida Institute of Technology and spending a few years playing professional baseball, Bill pursued a career as a "financial advisor" with one of the country's largest financial service firms. He soon learned that this job was really just a sales position.

Philosophically, and realistically, he believes the title "advisor" must be accompanied by a commitment to serve his clients objectively as their advocate; which is impossible without becoming completely detached from the corporate sales agenda.

Bill's career path steered into a role at TD Ameritrade Institutional, where he provided support to independent financial advisors across the country. That's when he learned about FirsTrust. In 2000, Bill joined FirsTrust as Executive Officer and assumed various management duties including the very important task of pairing prospective new clients with members of the firm's FinancialTeam.

Today, as the President of FirsTrust, Mr. Kearney oversees the firm's day-to-day management. He still enjoys hearing the stories of how people arrived at different stages of their wealth, and he remains the initial point of contact for prospective new clients to help them determine the extent to which the FirsTrust difference can make a difference in their own lives.

Those who know him best will tell you that Bill's engaging personality and genuine regard for others make him someone you can talk to for five minutes and feel like you've known your entire life.

Bill played professional baseball with the Philadelphia Phillies organization.