Broker Check
 
William Maxwell, CLU, MBA

William Maxwell, CLU, MBA

Financial Planner | Professional Wealth Advisor

After graduating from college, Bill was a teacher and coached basketball at several high schools in the very competitive Philadelphia Catholic League. During those years his summers were spent working on the Beach Patrol in Wildwood Crest, NJ. Once the responsibilities of marriage and raising children finally “kicked in”, Bill started a new career in Insurance and Financial Services with Allstate.

He held many sales and management positions in the following years including being a part of the team in Northbrook, IL that launched Allstate Financial Services. Bill was fortunate to qualify for an early retirement from Allstate which allowed him to launch his next career. As often happens, life events take one full circle and Bill again is teaching and helping to lead his clients toward the path of retirement. The fact that Bill has had the experience of retiring and has raised a family often provides a different level of insight.

Bill and his clients have worked in conjunction with several broker dealers and he is very excited to be affiliated with LPL Financial and the Opus Wealth Management Group.

Bill and his wife Lee are proud parents of 3 sons and 2 grandsons. All 3 sons participated in sports at the collegiate level. Their son Kyle and his wife Katie work for Fidelity in North Carolina and are raising their sons Carson and Zachary. Chris, who is in the restaurant business and his wife Sara, who is finishing her Master’s program, live in Champaign. Patrick, who is the Principal of the Maxwell Insurance Group, lives in Gurnee.