Diamond Private Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Diamond Private Wealth Advisors
Team photo for Diamond Private Wealth Advisors

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Advisors

Advisor photo for Bill Penland Jr

Bill Penland Jr

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Bill Penland Jr's website


Team

Virginia Gonzalez

Virginia Gonzalez

Client Relationship Manager,

Office Manager

Roles & Responsibilities

  • Client Appointment Scheduling
  • Handling basic client transaction requests (i.e.: money movement requests)
  • Client Meeting Document Preparation and Follow up Correspondence
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