Bill Roberts

Retirement Representative

Introduction

 

I am William Jackson Roberts, III however you can just call me Bill, and I represent Dragon Financial Services in the Cleveland Metropolitan school district of Cleveland, Ohio.  I’ve lived in Ohio for quite some time now with my wife Jennifer; I enjoy spending time with her as well as jamming on my guitar and gardening. I’ve also been able to volunteer at the Cleveland clinic to visit and encourage patients, and I also engage in community volunteer work that helps people strengthen family ties and be productive members of society.

“What is the difference between a groove and a rut? Not much. ”

 

 

I really enjoy helping people, and I apply that to every line of work. I see each person I meet as a unique individual, with a unique set of circumstances. They deserve my full attention and best effort so that I am able to help them get into a better position than when we first met. When I work I truly enjoy and thrive on helping people, I utilize my skill set and the tools I’ve been given to help hard working people have a measure of security. Our success, true success can be gauged by how well we have helped our clients to succeed. All my clients know this about me that I’m always available to help them and that is why they stick to me. We all have a favorite teacher that we will never forget, that maybe inspired us to be better or to help others, whatever it may be I find it a privilege to give back and to return the favor, so that when they leave their career they don’t have to make any more sacrifices than they already have.

 

 

 

940 Centre Cir Suite 3022

Altamonte Springs, FL 32714

407-636-8504

Dragon Financial Services

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Dragon Financial Services is not an agent or authorized representative of the Florida Retirement System. This information is not approved or endorsed by the Florida Retirement System.

© 2018 Dragon Financial Services, LLC.

Dragon Financial Services
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940 Centre Cir Suite 3022

Altamonte Springs, FL 32714

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