Bill David Yancey Jr

Financial Advisor

Yancey & Associates Wealth Management

CFP®

AR License: #17407355
CA License: #4302951
NPN 17407355

140 Whittington Pkwy
Louisville, KY 40222

Visit my website

FINRA BrokerCheck

About my practice

Bill is an alumnus of the University of Kentucky. He graduated with a Bachelor of Sciences degree in both accounting and finance. He began his full-time career with Northwestern in 2017. In 2018 he attained his CERTIFIED FINANCIAL PLANNER™ designation. His primary focus is on developing relationships with clients and assisting them with the design and implementation of an efficient financial plan.

Get in touch

Northwestern Mutual Agent Form

Are you currently working together?

Yes

Please select if you are currently working with this advisor.

Answer some questions so I'll have a better idea of how I can help you.

First NamePlease enter a valid first name.

Last NamePlease enter a valid last name.

Zip CodePlease enter a valid zip code.

Phone NumberPlease enter a valid phone number.

EmailPlease enter a valid email address.

AgePlease enter a valid age.

My biggest financial goal is to:Please select a goal

Income Range:Please select an income range.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Location

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck