Bill Fox CWS®, CLU®, ChFC®, QPFC
"Let us go forward together.” -Winston Churchill
Bill Fox serves as Founder and President of The Fox Alliance. Based in Austin, TX, he has over 31 years of experience as a Wealth Advisor.
Bill first became interested in the financial industry while studying finance in college. However, while working as an accountant he realized that his true passion was in serving people: specifically helping them build and preserve their financial future.
In 1986 he began working as a financial representative with New England Financial. It was there that Bill learned about the importance of establishing trust, which became a simple yet pivotal foundation in the way he decided to conduct business.
By developing meaningful relationships with his clients and their families he could better understand the complexities of their situation and provide them with more personalized financial planning approach. In addition, his background in finance and accounting kept his approach factual and educational, which positioned him differently for clients who were used to the more sales-driven financial representative.
Beyond his seasoned experience in the industry he:
Holds securities licenses 7 and 63 through LPL Financial
Chartered Life Underwriter® and Chartered Financial Consultant® designations
Received his Bachelor of Business Administration from the University of Texas, Austin
After nearly 30 years, he founded The Fox Alliance to provide a truly independent and comprehensive approach to wealth management that focuses on the person just as much as the portfolio.
Outside of the office, Bill enjoys spending time with his wife, Toni, and their five children, two daughters-in-law, granddaughter, and grandson (his son, Holden works with him at the firm). He also enjoys golf, swimming, and leading a home group at his local church.