William I. Steinberg, CFP®

William I. Steinberg, CFP®

Advisory Associate

Bill joined Kelman-Lazarov in 1995. As an advisory associate, his focus is on wealth management and he works closely with clients to help them make well-informed long-term decisions.

“Virtually all of my new clients come from the referrals of trusted existing clients, resulting in a feeling of friendship and family,” Bill says. “Very few people who come into the fold tend to leave K-L. I am constantly in awe of the extraordinary level of concierge-like service that our clients consistently enjoy from our entire gifted staff. It's an increasingly rare thing in our modern techno-society.”

Bill was previously employed as an Associate Vice President of Investments with Raymond James & Associates, a member firm of the New York Stock Exchange. A CERTIFIED FINANCIAL PLANNER™ since 1994, he has served as a board member, officer, and program director of the Mid-South Society of the Institute of Certified Financial Planners, now known as the Financial Planning Association.

In 2000, Bill was approved by the Alternative Dispute Resolution Commission of the Tennessee Supreme Court to be listed as a Rule 31 Mediator in the field of General Civil Mediation. He has received multiple appointments to serve as a Special Master in the Chancery Court of Shelby County, Tennessee, performing financial analysis on proposed rulings in divorce cases. He was admitted as an Expert Witness in the Circuit Court of Shelby County, Tennessee in 2007.

Bill graduated from the University Park campus of Pennsylvania State University with a B.S. in Psychology in 1975.

Bill’s wife Shannah holds a Ph.D. in health care economics and works as national director for a major health care company. They are the proud parents of daughter Nessa, a Summa Cum Laude graduate of St. Mary’s Episcopal School and currently attending college. The family also includes two beloved Maine Coon cats, Hymie and Natasha. When he is not spending time with his family, Bill enjoys writing and digital photography, and has an extensive lens collection. He is also an avid Big Ten Conference college football fan.