Our Team

We are a full-service boutique financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

 

William A. Pierce, CRPC®, AIF®

LPL Financial Advisor

 

About Bill:

· Over 20 years of experience in the financial services industry

· Focuses include retirement planning, 529 college plans, asset allocation and alternative investments for high net worth families, business owners, professionals and military retirees

· Currently holds through LPL the Series 7, 31, 63, and 65 securities licenses as well as health and life insurance licenses

Bill and his son George founded Pierce Wealth Management in 2018 under the brokerage firm LPL Financial. Bill brings over 20 years of experience in the financial services industry.  He specializes in retirement planning, 529 college plans, asset allocation and alternative investment of military retirees, high net worth families, business owners, and professionals.  Pierce Wealth Management focuses on a limited client base so they can deliver superior service to each client.

In his 42 years in the military, 3 enlisted in the Navy and the remainder as a U.S. Army Transportation Corps Officer, Bill has lived in 16 countries in addition to the U.S. His military background has provided him with a distinct international perspective towards investing, wealth management and long-term financial planning.

Bill holds his Series 7,31, 63 and 65 securities licenses as well as health and life insurance licenses.  He holds the designation of Chartered Retirement Planning Counselor®.  He started his financial services career at Merrill Lynch, where he worked as part of a team that managed relationships with over $120 million in assets.  Bill continued his financial services career with UBS Financial Services where he was the Vice President of Investments Advisory & Brokerage Services.

Bill’s community involvement includes leadership positions in Rotary International, Veterans of Foreign Wars (VFW), the Military Officers’ Association of America (MOAA), and the National Defense Transportation Association (NDTA).  Bill is also a major fund raiser for The Arthritis Foundation & UNLV. He was a member of the 1973 British Arctic Expedition.

 

George A. Pierce CRPC®, AIF®

LPL Financial Advisor

 

About George:

· Over 5 years of experience in the financial services industry

· Focuses include: retirement plans(401k), 529 college plans, and proper asset allocation for high net worth families, business owners, and working professionals to reach their financial goals

· Currently holds through LPL the Series 7, 66, and 24 securities licenses as well as health and life insurance licenses

 

George & his father Bill founded Pierce Wealth Management in 2018 under the brokerage firm LPL Financial. George brings over 5 years of experience in the financial services industry.  He specializes in retirement plans 401(k)s, etc., 529 college plans, and proper asset allocation of high net worth families, business owners, and working professionals.  Pierce Wealth Management focuses on a limited client base so they can deliver superior service to each client.

George graduated from UNLV with his MBA in 2013, shortly after he started his financial services career at Merrill Lynch. He was trained under their PMD program.  In 2016 George went independent and joined LPL Financial. He holds his Series 7, 66 and 24 securities licenses as well as health and life insurance licenses.  He holds the designation of Chartered Retirement Planning Counselor®

George’s community involvement includes being a member of Rotary International, Interim Chair on the board of The Arthritis Foundation - Las Vegas Chapter & the UNLV Foundation. He is also an Eagle Scout.

 

Steven Cassell

Executive Assistant

 

Steven joined Pierce Wealth Management in September of 2018.  As an Executive Assistant his number one priority is client care and assistance, fitting in with the boutique style firm that PWM offers, it allows Bill & George to focus on client and business management. Steven’s attention is on all client relationship items and helping with back office support. After he spent 22 years in the US Army, retiring as a senior logistical manager he moved to Las Vegas and was a manager in the Hospitality industry learning the unique needs of the local population.  Steven holds a Master’s in Business Administration and is currently studying for a series of exams to become a licensed agent in order to further provide tailored services at PWM.  He is active in the community with his local Veterans of Foreign Wars post and volunteers his time within the student veteran community at UNLV.

 

About LPL Financial Services:

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.  Thousands of financial advisors nationwide are able to rely on the firm’s tools and recourses to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial Services visit www.lpl.com