Mr. Mawby is an Investment Adviser Representative with Financial Management Strategies, Inc., and a Financial Advisor and Retirement Plan Consultant with Vision Wealth Management, LLC, an affiliated financial services company. Bill specializes in the design, implementation, and ongoing compliance oversight for all types of qualified retirement plans. He began his work career as the Asset / Development Manager for Jacobs Investments Management Company in Cleveland where he was instrumental in the assembling and development of major real estate development projects. Bill worked with the Jacobs’ family for 14 years. He began his career in the financial services business with American Express Financial Advisors, where he held various management positions and developed his own practice for 10 years prior to joining our firms.
He is a graduate of Kenyon College in Gambier, Ohio. With his career focus on qualified retirement plans, he obtained his Chartered Retirement Plan Specialist (CRPS®) and Chartered Retirement Plan Counselor (CRPC®) designations from The American College.
Bill is a Registered Representative (Series 6, 7), Registered Principal (Series 24), and an Investment Adviser Representative with Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. He is Licensed to sell life and health insurance as well as annuities in Ohio and several other states.
Bill is a resident of Hudson, Ohio, where he lives with his wife, Jennifer, and his children, Kathleen, Isabelle, Tommy and Megan.