A Financial services industry veteran since 1980, Bill knows the life insurance companies and their processes from the inside out. His in-depth knowledge of the industry's comprehensive planning strategies allows him to provide clients with customized design assistance for complex estate, business and charitable planning concepts. Working in cooperation with accountants, attorneys, and wealth managers, he assists high net-worth individuals in the achievement of their succession-planning goals.
Bill Clark is an investment adviser representative offering advisory services through Creative Financial Designs, Inc.
Bill earned his bachelor's degree from The Ohio State University. He is a Chartered Life Underwriter (CLU), and chairman of the NAIFA/SFSP Dennis Clark Cancer Classic to benefit the James Cancer Hospital, in addition to serving as the acting chairman of the planned-giving committee at the Rosemont Center in Columbus.
Bill and his wife Linda have two daughters, Lauren and Megan.