About Our Firm

Here’s our story. We look forward to hearing yours.

Bill Saoud Financial

We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance products to help achieve the objectives of that strategy.

The team at Bill Saoud Financial is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

William Saoud, President

Bill, raised in Detroit, MI, has been in the insurance business since 1982. He lives in Sterling Heights, MI, with his wife of 32 years, Pat, and they raised 4 children in the area — 3 daughters and 1 son. His company, Bill Saoud Financial LLC, operates offices in Shelby, MI, and through south-central Florida, under the supervision of his son, Aaron. He has over 34 years experience keeping his clients’ money safe, and is a registered member of the National Ethics Association, and his company is A+ rated by the Better Business Bureau

 

 

Aaron W. Saoud, Agent-in-Charge, Florida

Aaron was raised in Sterling Heights, MI and then attended the University of Michigan. Upon graduation, he relocated to the Tampa Bay area in 2009, and then received his law degree from Stetson College of Law, in St. Pete. He and Delta Munoz were married in April, 2016, and they are happily sharing their life together. He is a licensed attorney-at-law and an insurance agent, and is in charge of the offices located in St. Petersburg, Tampa, Lakeland, and Celebration, operating under the agency name Saoud Retirement Planning.

 

 

Patricia Boland-Saoud, Office Manager, Michigan

Pat Boland-Saoud has been the wife of thirty-one years to Bill, and previously “managed” classrooms of elementary-aged children for 34 years. She grew up in Detroit, and has both a bachelor’s and master’s degree, and post graduate work at various Michigan universities. After retiring in 2010, she witnessed her own retirement funds (per Bill’s direction) remain safe and even increase, despite the depressed financial times surrounding that time. She joined Bill in 2014, as her second career, to manage the office and seminars. Pat will be greeting you if you were to attend one of Bill’s seminars.

 

 

Janice Elsey, Agent, Michigan

Janice Elsey is an insurance agent and primarily works in Client Services. She has an extensive background in insurance and customer service for over 39 years. Janice began her career by working with auto injury claimants with AAA Michigan and Bristol West for 36 years, and this experience made her sensitive to ensuring clients and customers feel they are getting the attention needed for the services they deserve. Janice joined the team in 2015, and felt it was easy to join the company because her compassion about helping people make good decisions is integral to her ethics, just as it is to Bill and Aaron.

 

 

Heather Brunner, Account Manager, Michigan

Heather Brunner has been in the finance insurance industry since 2010. She strives to be the model of efficiency and really enjoys what she does. She was raised and currently resides with her family in Shelby Township, MI and came to us from two previous financial marketing firms and a another financial advisor. Heather has extensive experience in management and office administration. She uses her years of experience in the industry to work alongside Bill, assuring that his clients receive exceptional service and a feeling of confidence that their future financial goals will be met.

 

 

Gay Sekol, Office Assistant, Michigan

Gay Sekol is the Seminar Coordinator/Assistant Office Manager and has been with Bill Saoud Financial from its onset. She has 41 years of experience working with the public in various capacities. It has been her pleasure to have known Bill for over 20 years starting with volunteer work at their children's school together. Her hard work and ethics measure up to the expectations of the people she has worked with time and again.

 

 


Schedule a Meeting

It is important to feel you have control over your future. At Bill Saoud Financial, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

To schedule a time to discuss your financial future and the possible role of insurance products in your financial strategy, contact us at info@billsaoudfinancial.com or call us at 586.225.7171 today!