Willard Gombert, MBA, CLU, ChFC, MSFS, EA in

Willard Gombert, MBA, CLU, ChFC, MSFS, EA

Investment Advisor Representative at Brokers International Financial Services, LLC
📍 Davenport, Iowa, United States

Willard "Bill" Gombert is a highly experienced financial advisor and the President of The Financial Architects, affiliated with Integrity Alliance, LLC. With a career starting in 1984 and an MBA from the University of Pittsburgh, he specializes in creating comprehensive financial strategies for affluent families.

Outside of his professional role, Bill is a dedicated husband, father, and grandfather. He is described as a person who derives genuine joy from building meaningful connections with his clients and meticulously designing their financial blueprints to protect their futures.

His firms specialty is intergenerational wealth transfer, helping families preserve their wealth and legacy for generations to come.

Read the full overview →
Current Role
Investment Advisor Representative
Location
Davenport, Iowa, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities

Topics Willard cares about

Intergenerational Wealth
His firm, The Financial Architects, specializes in managing the complexities of intergenerational wealth transfer and legacy preservation for families.
Holistic Financial Planning
He focuses on creating detailed "financial blueprints" that encompass all vital aspects, including legal considerations, tax implications, and protective measures for his clients.
+4 more topics Login to view topics
Career

Work history

2-2020
Investment Advisor Representative
Brokers International Financial Services, LLC
10-1999 - 2-2020
Investment Advisor Representative
Voya Financial Advisors
9-1998
Financial Advisor
Integrity Alliance, LLC
10-1992 - 6-1997
Registered Representative
CIGNA Financial Advisors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1988 - 1990
Master of Business Administration (MBA)
University of Pittsburgh Katz Graduate School of Business
1994 - 1997
Education details unavailable
The American College of Financial Services
1980 - 1984
Accounting
Augustana College
Social presence
in

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Willard. Free, 10 seconds.