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WILLIAM R. TENNISON, JR. Director, D.E. Frey & Co., Inc. | |
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40 North Center, Suite 106 Mesa, Arizona 85201 (480) 461-9770 (800) Tax Busters / (800) 829-2878 Fax (480) 461-1763 |
124 Grand Ave (P.O. Box 1450) Paonia, Colorado 81428 (970) 527-3362 or (800) 398-0161 Fax (970) 527-3367 Email: Wtennisonj@aol.com |
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Education | |
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Arizona State University, 1963 Bachelor of Science Degree, Industrial Management
University of Arizona, 1965 |
Military
Captain, United States Air Force |
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Public Service
* Stephanie Kay Tennison Memorial Scholarship Foundation, President Personal Mr. Tennison and his wife, Kay, resided in Mesa, Arizona from 1963-1995. They now call Crystal Meadows Ranch home! They have two sons, Bill and Brad, who are both graduates of Arizona Universities and one daughter, Stephanie Kay, whose memory will always serve as an inspiration to her family. Bill's main outside interests are his family, his resort in Colorado--Crystal Meadows Ranch--and the Stephanie Kay Tennison Memorial Scholarship Foundation. | |
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Professional Activities
Mr. Tennison began his professional career at EF Hutton & Company as a trainee in 1971. He held the title of First Vice President and was a member of the prestigious Directors Advisory Council. Mr. Tennison remained there until the firm was sold in 1988. In addition to his primary function as an Account Executive, he held numerous managerial positions: | ||
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* Training Instructor * Syndicate Manager |
* Branch Sales Manager * Regional Sales Manager |
* Fixed Income Coordinator * Branch Office Manager |
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Industry Expertise Mr. Tennison specializes in the area of Estate Planning and believes that a solid financial plan is the foundation to success in the life of clients. His strategies include the use of appropriate trusts, funded with a combination of the following: | ||
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* Municipal Bonds * Variable / Fixed Annuities * Mutual Funds |
* Government Bonds * Government Agency Bonds * Money Market Funds |
* Variable Life Insurance * Life Insurance * Charitable Remainder Trusts |
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Media Activities Mr. Tennison's financial call-in show can be heard every Saturday morning on public Radio KVNF and KVMT. He has also been featured on the television program "What's Working Today," a securities program on the Financial Satellite Network and he currently writes a bi-weekly financial column for a local newspaper. Today Mr. Tennison is a member of the Board of Directors with D.E. Frey & Company, Inc. and is a frequent guest speaker at Securities Industry sales conferences as well as numerous professional conventions. In December 1993, Mr. Tennison was named to the prestigious "Broker Hall of Fame" with Research magazine. Mr. Tennison appeared on the cover of Arizona Business Journal in 1993 and Research magazine in 1992 . Mr. Tennison serves on the Board of Governors for Putnam's Golden Scale and serves on Putnam's Directors Advisory Council; is a member of the Eaton Vance Leadership Club and served on the 1991/1992 Kemper Executive Council Advisory Board. In 1991, Mr. Tennison was also featured in Research magazine's article on top producers entitled "Equities: The Value of Effective Investing" and in 1990, Mr. Tennison's training program, The Bill Tennison Master Class, was published. This program is utilized by individual brokers and training classes in the securities industry. In July, 1989, he was featured in Registered Representative magazine. Mr. Tennison is listed in Who's Who in Arizona, Who's Who in Industry and Finance and Who's Who in the West. | ||