Position: Managing Director
Phone: +1 817 354 1090
LinkedIn: View Profile
Bill Schultz is Managing Director of Leo Wealth. Bill provides comprehensive financial planning, which includes defining financial goals, risk management, and portfolio management. Bill’s principal focus is high-quality client service and fiduciary relationships.
Securing a BBA in Finance and Economics from Hankamer School of Business at Baylor University, Bill started his career in 1991 with IDS (now Ameriprise Financial). After becoming a manager at IDS, he continued his career at BFT Financial Group LLC to provide his clients an advanced level of wealth management and comprehensive services. As a member of the investment committee, Bill was involved in the development of the firm’s risk-adjusted client portfolios. He served as the assistant compliance officer in charge of supervising and auditing offices and representatives.
Bill is the proud father of two amazing young adults and a faithful husband to Beth. He loves to cook, spend time with his family, play golf and fish on the weekends. Believing in “service above self”, Bill is an active member of the HEB Rotary Club where he held the office of President in 2019.