Bill Ramsay has been providing financial services since 1985 and earned his CFP® certification in 1998. Continuous improvement and commitment to quality are among his core beliefs. These values are reflected in the growth of Financial Symmetry and the loyalty of clients and staff.

Bill is often interviewed for industry publications such as Financial Planning, Inside Information, Journal of Financial Planning and Investment Advisor. He is a frequent guest for The Triangle Business Journal’s annual financial roundtable discussions.  Bill has also been interviewed for national financial publications like The Wall Street Journal and Barron’s as well as general news publications such as Newsweek and the Raleigh News and Observer.

Bill grew up in Statesville and Charlotte, NC, but has been living in the Triangle area since the mid 1980s. Bill and his wife, Janet, enjoy traveling, camping and fishing.  Bill’s wife recently set a goal for the couple to visit all the U.S. National Parks. So far, they’ve been to 11, so they have a ways to go!

Each year, Bill takes time to relax by going on an annual surf fishing trip to the North Carolina coast with a group of long-time friends.  He also enjoys trout fishing, golf and watching college basketball.
919-851-8200 ext. 204