Basic Information
-
Company
HCP Companies -
Phone
240-522-4014 -
Mobile phone
240-522-4014 -
Email
bill@hcpcompanies.com -
What is your "why"? Why do you do what you do?
We are entrusted by God to serve others and speak truth into their lives. This business gives us the opportunity to deeply impact and inspire change. We are in the business of helping people make wise choices with the resources they have been entrusted with. -
About me
Prior to joining HCP Companies, Bill worked with the firm’s respected planning department as a Financial Planner. While in the planning department, Bill worked with a wide variety of financial situations and engineered complex financial plans for numerous high net-worth clients. Early in his career, Bill earned the professional designation CERTIFIED FINANCIAL PLANNER™ (CFP®). He believes every client deserves a comprehensive plan customized to their unique situation and needs.
Originally from Maryland, Bill attended the Catholic University of America in Washington, DC. At CUA, Bill played on the football team and graduated with a bachelor’s degree in Finance and a Minor in Theology. Shortly after graduation, Bill moved to Nashville and married his wife, Taylor. When he is not serving clients, you can find him spending time with his wife, traveling, or going to the lake. Bill and Taylor are members of Fellowship Bible Church. Bill is also on the Junior Achievement Associate Board. -
Profession
Financial Services -
Title
Chief Investment Officer & Managing Partner - TN -
Hobbies and interest
Sports!! -
Website
https://hcpcompanies.com/ -
Unique Selling Proposition
Its a requirement for all of our clients to have some type of advisor as this indicates they take there financial situation serious. I help people with 1099 income turn their business and personal assets into generational wealth. Additionally, I help families maximize their retirement income without taking additional risk.
Contact Information
-
City / Town
Franklin -
State
Tennessee -
Zip
37064 -
Country
United States -
Special offers to the group
25% DISCOUNT ON MINIMUM PLANNING FEES -
Google Business Review URL
https://www.google.com/search?q=hc+partners&rlz=1C1GCEU_enUS963US963&oq=hc+partners&aqs=chrome.0.35i39j46i20i175i199i263i512j46i175i199i512j0i512l2j69i65j69i60l2.1689j0j4&sourceid=chrome&ie=UTF-8 -
Facebook Business Page URL
N/A -
LinkedIn Profile
https://www.linkedin.com/in/bill-conroy-cfp%C2%AE-chfc%C2%AE-629163a5/
Education
-
College / University
The Catholic University of America -
Graduation Year
2017 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are the various areas of your financial life coordinated between your various advisors?
Do you have a written financial, estate, and tax plan that is updating on an ongoing basis?
Are you confident in the current financial advice you are receiving? -
Describe How You Would Like To Be Introduced Via Email
Recently I was having a conversation with one of my trusted business partners, Bill Conroy. Bill is a Chief Investment Officer & Managing Partner - TN @ HCP Companies. I did not indicate that you were in the market for his firms services just that you would enjoy meeting. With that in mind, I have cc'd Bill on this email and I will let you take it from here!