“I enjoy helping my clients succeed by providing creative financial advice and services.”
About William Blevins
As a 30-year resident of Southwest Florida with three decades of banking experience, I understand the challenges that growing businesses face in our market. My goal is to help business owners, developers, and individual investors succeed by providing creative business strategies designed to increase your net worth. Over the past three decades, I’ve worked with a wide range of clients from $1 million in sales to $200 million—providing each of them with custom credit, deposit, investment, financial planning, leasing, retirement, and treasury solutions.
My educational background includes a certified cash management (CCM) designation from the Association for Financial Professionals, series 7 and 63 licenses, an undergraduate degree from West Virginia University, and a graduate degree from Louisiana State University.