Bill Mead is a Financial Advisor at Legacy Private Wealth
with more than 37 years of financial industry experience. His practice focuses
on working with individuals and families to create their financial plan, as
well as managing corporate benefit plans.
Before joining Legacy, Bill worked at Shearson Lehman
American Express. He is a US Air Force veteran, holding a bachelor’s degree in
business from Arizona State University. He went on to earn an MBA from the
University of Colorado, Colorado Springs focusing on Marketing, Management, and Finance.
In his spare time, Bill volunteers with local agencies,
including the Pikes Peak Fund for Tolerance and Equality, National Sports
Center for the Disabled, the Colorado Springs Diversity Forum, Southern
Colorado AIDS Project, Colorado AIDS Project, Colorado Health Network, One
Colorado Education Fund, Ladahki Childrens’ Education Foundation, and Inside
Out Youth Services Colorado Springs Leadership Institute.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.
Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.