Bill brings over four decades of experience in financial consulting. As the founder of Peerman Capital Management, he has guided clients through the process of identifying their financial goals, investment styles, and risk tolerance to develop personalized investment strategies. In August 2025, Peerman Capital Management was acquired by Hillcrest Financial Group, where Bill continues to serve clients with the same thoughtful, client-centered approach.

Bill’s work is grounded in a deep understanding of the markets and a commitment to helping individuals make informed financial decisions. He began his partnership with Commonwealth Financial Network® in 2009 when he launched Peerman Capital Management.

Education

• University of Virginia – Bachelor’s degree in Religious Studies
• University of Virginia, Darden School of Business – MBA

Designations and Registrations

• Certified Investment Management Analyst®, CIMA®
• CERTIFIED FINANCIAL PLANNER® professional
• FINRA Series 24, 7, 63, and 65 securities registrations
• Licensed in Life and Health Insurance
• Investment Adviser Representative with Commonwealth Financial Network®
• Member of the Investment Management Consultants Association

Bill is driven by a passion for helping others. In 2007, he co-founded Mobile Loaves & Fishes in Nashville after being inspired by a radio interview with its Texas-based founder. This initiative evolved into The Nashville Food Project, a nonprofit dedicated to increasing access to healthy food for homeless and working-poor communities in Davidson County. As a fully local organization, it ensures that all donations and volunteer efforts stay within the Nashville community.

Bill and his wife, Lisa, have been married for 38 years and share their home with their Labrador retriever, Rocky. They enjoy all kinds of music and spend time relaxing at their beach home in Panama City Beach, Florida.