Skip to main content

Bill Carey

Investment Adviser Representative

Phone: (954) 781-8549

Fax: (954) 942-3526
Locations:

2920 NE 22nd Ct, Pompano Beach, FL 33062

Bill Carey began working in the financial services industry in 1976 with Prudential Financial Services in Chicago, Illinois. He was promoted to management in 1979 and stayed with the firm for 25 years. Prudential transferred him down to Fort Lauderdale, Florida, in 1989 as a manager and pension specialist.

In 1995, Bill was recruited by Mony Financial Services where he trained and supervised financial advisors. In 1998, he was recruited by Axa Advisors, a financial services firm operating in over 60 countries where he also trained and supervised and held the title of vice president.

Bill Carey is an Investment Adviser Representative with Prime Capital Investment Advisors. He focuses on investment planning, insurance, and securities planning, and has taught numerous seminars on tax-qualified pension plans for businesses and the self-employed.

Bill was a co-host with the popular South Florida financial radio talk show “The Wealth Doctors” which aired on AM 740. He resides in Pompano Beach Florida with his wife, Jan, and they have two daughters.

Monthly Newsletter

Subscribe Today!

Sign up for our monthly newsletter to stay up-to-date on financial matters.

Name(Required)

Subscribe Today!

Sign up for our monthly newsletter to stay up-to-date on financial matters.

Resource Library

At 20/20 Financial Advisers, we give you a library of resources you can use to help bring financial concepts into focus, with articles and videos explaining some of the tools available to help grow and protect your wealth using holistic financial planning and sound wealth management. As you get closer to retirement, understanding strategies like the generation of retirement income from your assets, the potential mitigation of taxes, protection of assets, reduction of risk, and programs like Social Security move to the forefront.

Resources
Featured Videos
Educational Whitepapers
Blog, News & Information

Contact Us

Please contact us to learn more about how we can help you with financial matters, or to set up a complimentary consultation with one of our seasoned financial professionals! We look forward to speaking with you.

20/20 Financial Advisers
A PCIA Company

Loading...