Bill Carey started in the financial services industry in 1976 with Prudential Financial Services in Chicago, IL. He was promoted to management in 1979 and stayed with the firm for 25 years. Prudential transferred him down to Fort Lauderdale, Fl in 1989 as a Manager and Pension Specialist.
In 1995 he 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 Advisor with 20/20 Capital Management, Inc. and Prime Capital Investment Advisors, LLC. 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.
He was a co-host with the popular South Florida financial radio talk show “The Wealth Doctors” which aired on AM 740.
Bill resides in Pompano Beach Florida with his wife Jan and has two daughters.
Financial professional is also an Investment Adviser Representative (IAR) and offers advisory services through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). 20/20 CMI and PCIA are affiliates, under common control. PCIA and Private Client Services are separate entities and are not affiliated. You are encouraged to read and review the disclosure brochures for both 20/20 CMI and PCIA and direct questions to your financial professional should you receive advisory services from your financial professional acting as an IAR on behalf of two separate registered investment advisers (20/20 CMI and PCIA).