About

From his start in the Finance & Insurance services industry in Merrillville, Indiana in 1974, William R. Slepcevich's dedication to provide first class customer service has been distinctive. Opening in Naples in 1995, he continues to offer the "personal touch" relationships that his clients have learned to appreciate. Bill specializes in fee based asset management, Finance & Insurance, estate planning services and life Finance & Insurance audits. His goal is to offer clients accurate, timely and appropriate Finance & Insurance information. The firm's longevity is also due to his highly trained staff of specialists who share his passion for service and professionalism. As an active participant in our community, Bill is a member of the Chamber of Commerce, the Estate Planning Council, the Planned Giving Council and the Community Foundation. He is the president of 'Meeting of Our Lord' Serbian Orthodox Church. He also enjoyed his Mentorship in the Take Stock in Children Program. Formerly, Bill served as an Officer in the United States Marine Corps.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.