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Private Wealth Services & Investment Advisory | Blackbridge Financial | Bill Harwood, CPA, CFP®
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Bill Harwood, CPA, CFP®

Blackbridge Financial

“Guiding you to make confident, informed decisions and helping you pursue financial success are responsibilities that we take very seriously.  We are committed to ensuring that every aspect of your financial future is addressed so you can concentrate on doing the things in life you enjoy most.

 

Bill Harwood, CPA, CFP®

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 20

Email: bharwood@bbridgefin.com

Address:

1735 St. Julian Place, Suite 101

Columbia, SC 29204

Bill Harwood

Investment Professional

Bill has over 30 years of experience in the financial industry and has been providing trusted, investment advice to individuals and families since 1998. He is committed to helping clients gain control of every aspect of their financial lives, helping them to understand complex issues, and building lasting, multi-generational relationships. Bill’s client-centric approach includes meeting regularly with clients, crafting financial plans that put the client’s needs and interests first, and building sound investment portfolios aligned with their goals.

 

Bill has spent many years growing a successful wealth management practice.  To ensure its continued success and quality of service to clients, Bill has surrounded himself with a team of successful professionals at Blackbridge Financial. Having a succession plan in place is one example of completing his own financial planning, just as he advises his clients to do.

 

One of Bill’s greatest accomplishments is raising two wonderful children, Savannah and William, with his wife, Karen. The Harwoods have lived in Columbia, SC since 1989. Outside of the office, Bill enjoys golf, boating and reading.

Memberships:
FPA/Financial Planning Association [2002-]

AICPA/The American Institute of CPAs [1981-]

Affiliations:
Financial Planning Association, Columbia, SC; President, 2003-2004

Philanthropy:
Palmetto Health Children’s Hospital; former Board Member

Hidden Talent:
I was an Instrument Rated Pilot

Education:
University of Tennessee, Chattanooga, B.S. in Business Administration, 1976

Series 6

Investment Company/Variable Contracts Products Limited Representative

Held with LPL Financial

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 24

General Securities Principal

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

CPA

Certified Public Accountant [March 1981]

CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Registration States

AL, AR, CO, DC, FL, GA, HI, IA, MA, MD, MI, MN, NC, NH, NY, OH, PA, RI, SC, TN, TX, UT, VA

Insurance Registration States

FL, GA, MD, NC, OH, RI, SC, TN, VA

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.