William Roberts, CFP, ChFC

William Roberts, CFP, ChFC

Financial Professional

Area of Focus - Bill is an Equitable Advisors Financial Consultant and a member of Equitable's Retirement Benefits Group.  His practice focuses on retirement funding and financial strategies for both individuals and families.  He provides retirement benefits services for several school districts and non-profit organizations across the state of Michigan.

Bill began his career with Equitable Advisors on July 1, 1997 and he has attended industry training and certification programs on a regular basis in building his business practice.  He has also been recognized for his accomplishments as a top producer for the Retirement Benefits Group, of Equitable Advisors and as a member of the Sterling Group - an elite group of Equitable Advisors financial professionals.

  • A Financial Consultant of Equitable Advisors LLC
  • Certified by Equitable Advisors as a Retirement Benefits Specialist of Tax Sheltered Plans
  • FINRA Registrations include: Series 6, Series 7, Series 63 and Series 65
  • Chartered Financial Consultant (ChFC) professional designation of The American College
  • A Bachelor of Arts degree from Wayne State University in Detroit, MI
  • Offices in Troy, MI and Livonia, MI

Bill and his wife, Jamee have three children, Noah, Emma and Makenna and they reside in Rochester, Michigan.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (248) 641-2653
Fax (248) 641-2888