Apex Names New Non-Executive Chair

Bill Clement named as Non-Executive Chair for Apex Financial Services

Apex Financial Services, a leading Financial Planning Firm headquartered in Atlanta, is excited to announce Bill Clement has been named as Vice President of Business Development. His more than 25 years of experience with consumers in insurance services adds tremendous value to the firm.
 
Clement is a former President and CEO of the Atlanta Life Insurance Company. Before joining Atlanta Life, Bill served as the Co-Founder, Chairman and CEO of Dobbs, Ram & Company, a FinTech company, which was a sub-contractor engaged by the Internal Revenue Service (IRS) to develop and maintain the IRS “E-Filing” system. 

Adding to this depth of industry knowledge is Mr. Clement’s vast understanding of consumer financial pitfalls, having served as a Presidential appointee to the Board of Directors of the National Cooperative Bank, Washington, D.C. 

Clement’s expertise as an Audit Committee Financial Expert will also prove instrumental to Apex as a company who seeks to help their clients sleep better at night by developing and implementing effective financial strategies.
 
“Bill’s comprehensive knowledge of the industry makes him an invaluable asset to Apex Financial Services,” said Lee Baker, CFP®, Apex Financial Services President and Senior Financial Planner. “Bill’s specialized talent allows him to understand clients’ complex financial matters to assist them in reaching their financial goals. Also, his robust background in insurance and financial audits enables him to help clients understand the importance of planning for their financial futures.”
 
“I am excited to have the opportunity to grow with the practice,” says Clement of Apex. “The Financial Planning industry offers services to consumers that are paramount to the foundation of all households in America. For that reason, the work that Apex is doing is notable and the way they are offering their services is an innovative approach to serving clients. I’m looking forward to assisting in showing more people how the power of financial planning can transform their lives.” 
 
Bill earned a bachelor’s degree in Business and Mathematics from Morehouse College, a Computer Sciences degree from the University of Michigan and an MBA from the Wharton Business School at the University of Pennsylvania.