BILL S. MURSKI
Bill Murski is a Shareholder and Principal of Patriot Wealth Management, Inc., a Registered Investment Advisor. He has over 25 years of experience in the financial planning and investment management industry. Bill’s focus has been on providing comprehensive financial advisory services to high net-worth individuals and their families. Bill’s planning background includes extensive experience in financial and estate planning, income tax compliance, cash flow management and contingency planning. Bill has extensive investment experience specifically with the design, construction, implementation and monitoring of equity and fixed income portfolios. Additionally, he has had primary responsibility with the overall investment management process for his clients, including asset allocation and implementation.
Bill received his Bachelor of Business Administration degree in Accounting from the University of Texas at Austin. He also earned a Masters of Business Administration in Finance from the University of Houston. He is a member of the National Association of Personal Financial Advisors (NAPFA) and a member of the Financial Planning Association (FPA).
Bill founded Lexington Financial Group in 2004 before he merged his firm with Patriot in 2007. Prior to the founding of Lexington, Bill was Senior Vice President and Chairman of the Investment Committee for FCA Corp, a Registered Investment Advisor, as well as President and Chief Investment Officer of Commonwealth Asset Management, a Registered Investment Advisor and the Investment Management subsidiary of FCA Corp. Bill purchased Commonwealth Asset Management from FCA in December 2003 in order to facilitate formation of Lexington Financial Group.
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