Bill Lourcey is the Founder and Partner at Walton Lourcey Wealth Advisors in Arlington. He is a 4th generation Fort Worthian and holds a bachelor’s degree from Texas A&M University. Bill has been a Financial Advisor since 1998 and has completed advanced training in long-term care planning to receive the Certified in Long-Term Care (CTLC) designation. He is a five-time recipient of the Five Star Wealth Manager Award.
Being from an entrepreneurial family inspired Bill to specialize in helping business owners and retirees achieve financial stability through long-term investment strategies. Bill works closely with his clients to assess their goals and risk tolerance and develop retirement plans tailored meet their individual needs.
With over 20 years of experience as a Financial Advisor in the Dallas/Fort Worth area, Bill works hard to create relationships founded on trust and dependability. He strives to serve his clients at the highest level, bringing them peace of mind and confidence, knowing their financial future is in good hands.
Bill lives in Fort Worth with his wife Julie and their sons Will and Rob.
The Five Star Wealth Manager award, administered by Crescendo Business Sesrvices, LLC (dba Five Star
Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered
investment adviser or a registered investment adviser representative; 2. Actively registered as a registered
investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable
regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been
subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B.
Had more than a total of three settled or pending complaints filed against them and/or a total of five settled,
pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer
complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with
a regulatory authority or complaints registered through Five Star Professional's consumer complaint process;
feedback may not be representative of any one client's experience; C. Individually contributed to a financial
settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated
from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review
based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention
rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets
administered; 9. Number of client households served; 10. Education and professional designations. Wealth
managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does
not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a
client or prospective client will experience a higher level of performance or results. The inclusion of a wealth
manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth
manager by any client nor are they representative of any one client's evaluation. The Five Star award is not
indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth
manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth
managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the
Five Star award and the research/selection methodology, go to fivestarprofessional.com