William (Bill) Orchard-Hays III
Financial Planner
Office Address: 604 Oxboro Circle, Durham, NC 27713Bill is the esteemed Senior Advisor at Stepwise Financial, part of the HBW Partners family. With a robust journey spanning over 36 years in the financial advisory realm, Bill's expertise is nothing short of extensive. In 2007, Bill started working as a SmartVestor Pro, formerly called an Endorsed Local Provider, a title endorsed by the esteemed financial expert and acclaimed author, Dave Ramsey.
At the heart of Bill's practice lies a deep-seated dedication to forging paths toward financial security for his clients. His approach is guided by financial principles rooted in biblical wisdom.
Bill's life is rich with the joys of family — his wife Ellen, their two sons, daughters-in-law, and the delight of six grandchildren. Bill is actively involved in fostering togetherness and faith. He shares his love of Beach Music on the dance floor with Ellen and hosts a weekly Bible Study/Discussion group that sparks community and connection.
When not guiding others through the intricacies of financial planning or contributing to his community, Bill cherishes the moments spent with his grandchildren, passing on the values of love, generosity, and kindness that have defined his life.
Education:
- B.S. degree in Mathematics, East Carolina University
- M.Th. With Emphasis in Counseling, Harding University School of Theology
Licenses and Registrations:
- Series 6 Investment Company Products & Variable Contracts License
- Series 63 Uniform Securities Registration
- Series 65 Investment Adviser Registration
- Series 26 Investment Company Products & Variable Contracts Principal
- Life, Health, Disability, Long Term Care, Property & Casualty Insurance
Contact Information:
Phone: 630-664-9072
Fax: 888-646-5602
Office Address: 604 Oxboro Circle, Durham, NC 27713
Email: bill@stepwisefinancial.com