Bill Aldrich, CLU® President
Bill Aldrich is focused on helping clients work toward their retirement dreams through well-thought-out financial strategies.
Bill got his start in the industry in 1986, working for a local financial services firm. He co-founded First Coast Financial Group in 2004 to focus on helping clients make informed financial decisions consistent with their goals for retirement, estate and business planning.
“Far too often I meet with individuals who own financial products that they don’t understand — or, worse, they own products that are inappropriate for their situation,” Bill said. “The most rewarding aspect of my job is seeing a client’s stress level drop when they are able to confidently decide what is correct for their situation.”
Bill is an Investment Adviser Representative, having passed his Series 65 securities exam, and is insurance licensed in multiple states, including life and health insurance and variable annuities in Florida. He earned his Chartered Life Underwriter (CLU®) designation and has a bachelor’s degree in mathematics from the University of North Florida.
Bill and his wife, Anna, live in the Mandarin area of Jacksonville. In his free time, he loves spending time with his six children. His hobbies include fishing, poker and golf.
Chief Investment Officer
My career at First Coast Financial Group began at a very early age. I actually remember going on my first financial planning appointment with my dad when I was about 11 or 12 years old. From that point on, I started working at the office on occasion; filing and sorting. In college, I did some work for the Firm as a marketing consultant.
Growing up in the financial services business has afforded me a wealth a of knowledge not only about the operations side of this industry, but also about clients’ needs and expectations and the opportunity to watch my dad and others navigate through some of the most troubling times in recent history like the financial crisis of 2008.
Once I graduated from Florida State in early 2018, I was offered a role here at First Coast as a junior advisor and I didn’t hesitate to take it. Since then, I’ve worked my way up to a much more involved position here and love the work that I do for people. I am also currently a candidate in the CFA program.
I am happily married to my beautiful wife, Caroline, and I enjoy spending my time reading, traveling, and going to the beach.
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