Private Financial Coaching/Portfolio Review
This auction item is for a 90-minute private financial coaching or portfolio review with Bill Station, MBA, CFA.
Bill was Managing Director and Chief Investment Officer for Charlotte-based Staton Financial Advisors, LLC, since its inception in 2000. He and his wife/partner Mary began portfolio management in 1997. Bill became a partner of Novare Capital Management on September 30, 2017.
Bill Staton is a Chartered Financial Analyst (CFA®) with an MBA in Finance from The Wharton School at the University of Pennsylvania and a bachelor’s degree in Business Administration from UNC-Chapel Hill. Bill is also known as “America’s Money Coach®”.
He launched his financial services career at Interstate Securities (headquartered in Charlotte, NC) as a securities analyst in 1971. While at Interstate, he became director of the equity research department and member of the management team and board of directors. Bill left Interstate in late 1985 to begin a stock-picking newsletter, which he published until March 2011.
An economic historian with 48+ years in the financial-services industry, Bill has been profiled or quoted in the Wall Street Journal, Washington Post, New York Times, Barron’s, Business Week, Kiplinger’s Personal Finance, Bottom Line Personal, Money magazine, and interviewed on numerous radio and television shows. He is the author of six books on investing, including his most recent, Double Your Money in America’s Finest Companies®: The Unbeatable Moneymaking Power of Rising Dividends from John Wiley & Sons. He co-authored How to Become Financially Free on $50 a Month from Nightingale-Conant (2014); Worry-Free Family Finances (McGraw-Hill); and The $50 a Month Millionaire with his wife Mary.
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Please note: your review will happen in-person in Charlotte or over the phone.
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