Bill Demarco

Tax Planner and Investment Advisor

Since 2018, Bill Demarco has been working in Wealth Management Resources located 34, 34. Bill Demarco is a qualified Tax Planner and Investment Advisor with over 52 years of work experience. According to Bill's resume and work profile, Bill Demarco has worked at more than seven companies with diverse backgrounds and gained various skills. Bill attended school at the Case Western Reserve University from 1999 to 2002. Bill can be found in North Eaton, Ohio – where the professional is currently located. You can search for Bill's e-mail and phone. We can also provide you with detailed contact information upon request.
Name variants:
Billy Demarco, Billie Demarco
Last updated Jul 04, 2024

Contact Information

Last Update
Jul 3, 2022
Email
bi**@wmrtaxplanners.com, bi**@rememberedexpressions.com
Location
North Eaton, OH

Workplace

Wealth Management Resources, Inc
Tax Planner and Investment Advisor

North Smithfield, RI

Industry

Financial Services, To Engage In Financial Consulting And Planning And Also To Serve As An Insurance And Investment Advisor., Investment Advisory Service, Financial Advisor

Work History

Tax Planner and Investment Advisor

28 Cedar Swamp Rd, Smithfield, RI 02917
from Feb 2018

Registered Representative

May 2017 — Jan 2018

Senior Financial Representitive Principal Securities, Registered Representitive, Financial Advisor

711 High St, Des Moines, IA 50392
Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that...
Dec 2016 — May 2017

Financial Planner

Jul 2014 — Dec 2016

Brand Marketing Specialist

10896 Bridle Path, Columbia Station, OH 44028
Embroidery, Screen Printing Apparel and Promotional Products.
Feb 2004 — Jun 2014

General Manager

Dec 1979 — Jun 2009

Assistant General Manager

Awarded progressively responsible leadership roles throughout thirty-year career with this national wholesale distributor of photographic presentation products.
Jan 1989 — Jan 1997

Occupations

Planner
Advisor
Accountant
Finance and Accounting Specialist
Representative
Accounting Bookkeeper
Bookkeeper

Skills

Annuity Sales/ Annuities
Asset Based Long Term Care
Disability Income Insurance/ Income Protection
Employee Benefits
Financial Services
Insurance
Life Insurance
Long Term Care Insurance
Protection Strategies
Retirement Income Strategies
Risk Management
Sales
Investments
Investment Strategies
Securities
Variable Products

FAQs about Bill Demarco

What's the main profession of Bill Demarco?

Bill is a Tax Planner and Investment Advisor.

What are the profession of Bill Demarco?

These person's professions are Planner

Where does Bill Demarco live?

North Eaton, Ohio is the place where Bill Demarco lives

Does Bill have the email address?

bi**@wmrtaxplanners.com and bi**@rememberedexpressions.com is The expert's email address.

Where did Bill Demarco work?

Bill worked at Wealth Management Resources, Inc, Velocity Advisors A General Agency With the Companies of Oneamerica.

What education does Bill Demarco have?

Bill studied at the Case Western Reserve University from 1999 to 2002.

Are there any industries Bill Demarco works in?

Bill works in Financial Services industry.

Are there any special skills Bill Demarco has?

This professional has skills in the following areas: Annuity Sales/ Annuities, Asset Based Long Term Care, Disability Income Insurance/ Income Protection, Employee Benefits, Financial Services, and Insurance.
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