Bill McCollum

Bill McCollum is a Financial Advisor and investment portfolio manager with nearly three decades of experience across diverse financial services. He began his career in international banking in Houston, Texas before moving back to his hometown of Shreveport, Louisiana in 2001 to focus on wealth management.

Bill is dedicated to building strong client relationships and takes pride in providing high-quality, objective advice. A lifelong student of financial markets and investor behavior, he strives to make institutional-level solutions more accessible to all.

Effective communication, including active listening and empathy, forms the core of Bill’s practice. Known for his ability to break down complex concepts, he often assures clients, “I will do my best not to talk over your head.” Bill makes it a priority to make sure clients feel both heard and understood.

A U.S. Army veteran, Bill served as a Russian linguist in Military Intelligence. He holds an MS in Finance from the University of Houston-Clear Lake and a BBA from Baylor University.