Skip to main content

Our financial advice team


Bill Penland Jr, Private Wealth Advisor serving the Weston, FL area - Ameriprise Advisors

Bill Penland Jr

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Diamond Private Wealth Advisors
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Employee Stock Options
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2010, 2012, 2014, 2016, 2018, 2019, 2020, 2021, 2022
  • Ameriprise Circle of Success Diamond Ring, 2022

Community participation

  • Volunteer for various kids' organizations each year
  • Volunteer with Feeding South Florida

Interests

  • I enjoy traveling. Each year I try to visit some place new
  • I love my family, especially my kids
  • I love American History and visit historic sites when I can.