About Espy Financial Services
Our Firm
Espy Financial Services was started in 1979 by William Griggs Espy.
Our Mission
Provide personalized service to our clients on a one on one basis. Our size allows us this luxury but our connections throughout the industry enable us to meet the demands of even the most sophisticated client.
Our Qualifications
Graduated from the University of Alabama in 3 years (1974).
Entered Financial Services in 1975.
Licensed in Securities in 1976.
Started Espy Financial in 1979.
Achieved Chartered Financial Consultant Designation in 1986.
Bank Director from 1987 - 1997.
Instructor for a retirement planning class at Wallace Community College since 1994.
Registered Investments advisor in 1995.
Chosen as a Regional Consultant for Physicians in South Alabama and Northwest Florida by the
Southern Medical Association in 1997.
