Bill Washburn

Wealth management advisor and financial-services business owner with 30+ years of experience advising clients and building independent practices. Develops comprehensive plans across investments, retirement, risk, insurance, tax, and estate planning, and coordinates advisory teams.

Experience includes advising approximately 200 households and overseeing $100 million in assets under management.

Work Authorization: Authorized to work in the US for any employer

Founder, President, CEO & CCO of an Independent RIA Firm at Clarity Financial Organization, LLC (2022-01 – Present)

• Established firm strategy, client onboarding, engagement workflows, and service processes to support consistent financial guidance.
• Managed budgeting, revenue and expenses, pricing, and operations to support sustainable service delivery.
• Built client relationships from initial consultation through ongoing support, clarifying goals and explaining advisory options.
• Organized compliance records and required documentation to support regulatory obligations and audit readiness.

Founder, President & CEO at Washburn Financial Services, Inc. DBA Washburn Wealth Advisors (2003-11 – 2020-11)

• Developed financial plans covering cash flow, investments, retirement, risk, insurance, taxes, estate planning, and end-of-life considerations.
• Served as lead advisor, coordinating clients’ independent professionals—including accountants, attorneys, insurance agents, and business consultants—to align their work with the overall financial plan.

Investment Advisor at J.J.B. Hilliard, W.L. Lyons, LLC (1995-03 – 2003-11)

• Built a client base by recommending investments and annuities aligned with clients’ long-term return requirements.
• Developed and monitored financial plans, providing ongoing guidance to support investment objectives and client relationships.

Sales Representative at Morton Buildings (1993-06 – 1995-03)

• Partnered with manager to develop residential construction projects that established a new market for Morton Buildings and informed the company’s broader expansion into residential work.

Commercial Insurance Agent at Federated Insurance (1992-06 – 1993-06)

• Completed commercial insurance development training and supported field agents on complex client cases.

Private First Class (PFC) at United States Army (1985-10 – 1987-10)

76 Charlie (76C) - Records Clerk for the Motorpool

Bachelor's degree in Business in Finance & Marketing – Indiana University-Bloomington (Kelley School of Business) (1988-08 – 1992-05)