Bill Pauley, CFP<sup>&reg;</sup> - Financial Advisor

Bill Pauley, CFP®

CFA,

Founder | Portfolio Manager

Southernmost Advisors

3706 N Roosevelt Blvd, Ste 208
Key West, FL 33040-4566
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General

Bill Pauley is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Southernmost Advisors in Key West, FL and the surrounding communities.

Financial Advisor Overview

We at Southernmost believe the comprehensive and enduring ‘Family Office’ model, which has long been used by the wealthiest families, should be accessible to working professional families. Over the last 20 years working in finance, I designed and managed custom investment portfolios and provided deep analytics for thousands of financial advisors and institutions serving high net-worth clients. We believe you deserve what we demand ourselves: unbiased advice, transparent pricing, and a guide whose only goal is helping you achieve yours. Southernmost Advisors is Different From Your Average Wall Street Firm The goal was simple: Build the firm I would actually want for my own family. That meant checking three important boxes. ?? Must be Fully Integrated: Covering retirement, income planning, tax, investment management, estate & insurance consulting, cash flow analysis & more. ?? Must be Free from Conflicts of Interest: Absolutely no commissions of any kind. No payments or hidden incentives from ‘product partners’ offering ‘support’ for client events. A fee that is simple and transparent. ?? Must have In-House Investment Management: Institutional quality infrastructure that allows us to customize strategies to the specific goal, keep fees in check and maximize tax advantages.

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Financial Advisor Experience

I am a math nerd who built a career in finance in order to help others find financial security. This amazing journey has been a function of my own money story. I built this firm to provide the comprehensive financial service model I wanted for my own working family: commission free, fully integrated across tax, estate, cashflow, insurance planning and in-house investment management. I’ve been known to be obsessed with data across my 20 years in the industry. That obsession with data has fueled a decade designing custom index portfolios, focused on managing risk, demanding evidence over Wall Street storytelling, & aligning every decision with client goals. Prior to founding Southernmost Advisors, I spent the previous 10 years as the head of the head of the Client Portfolio Management Group for Systematic ETFs at Hartford Funds. I received my bachelor's degree from Syracuse University and have completed coursework towards a Financial Mathematics master's degree from Johns Hopkins. I have also earned the right to use the Chartered Financial Analyst® designation, am a Certified Financial Planner professional, and am a member of CFA Society of Philadelphia.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

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Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Irregular Income, Insurance, Real Estate, Minority Financing, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

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