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Bill Gammill, CFP®, CLU, CSSC

Settlement Consultant

Bill is a settlement consultant affiliated with Sage Settlement Consulting. He is the Managing Partner of CBG Wealth Management, a settlement planning group that he co-founded for Equitable Advisors. Bill works with law firms and their financial advisors nationwide, creating financial strategies and structured settlement plans designed to resolve complex litigation issues in personal injury, divorce, and commercial litigation cases. His approach emphasizes a focus on understanding clients’ personal and family goals in order to create customized financial strategies that give them peace of mind.

Bill is a Certified Financial Planner (CFP®) and a Certified Life Underwriter (CLU). In 2005 he received the Certified Structured Settlement Consultant (CSSC) designation after training at Notre Dame University. He is also a graduate of AXA Institute, focused on Advanced Money Management, held at Harvard University. He has received multiple accolades, including D Magazine naming him as one of the best financial planners in Dallas/Fort Worth (2004) and Wealth Management Magazine naming him as a Five Star Wealth Manager (2010). He graduated from Harding University (1981) and earned his MBA from Louisiana Tech (1982).

Bill and his wife Christy are supporters of Lovers Lane UMC; Harding University; Genesis Women’s Shelter; New Friends, New Life; Alcuin School; Juvenile Diabetes; Dallas County Legal Aid; Legacy Family Court; and In his free time, Bill enjoys playing golf and traveling with family and close friends.

Equitable Advisors has a strategic relationship with Sage Settlement Consulting, which is one of the country’s largest and most respected structured settlement consulting firms in the industry and offers a comprehensive suite of settlement services to attorneys and their clients. Equitable Advisors is a premier U.S. financial services company. William N. Gammill acts as a Settlement Planner and CSSC designee on behalf of Sage Settlement Consulting. Separately, as a registered representative and agent, William N. Gammill offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), Member FINRA, SIPC (Equitable Financial Advisors in MI and TN) (“Equitable Advisors”) and offers annuities and insurance through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC), respectively. Sage Settlement Consulting, LLC is not owned by, operated by, affiliated with, and does not conduct the business of Equitable Advisors or its affiliates. [CA Insurance Lic # 0B34778]. [AR Insurance Lic # 1112748]. [UT Insurance Lic # 220910]..

  • Corporate Headquarters:

    11044 Research Blvd.
    Suite B-415
    Austin, TX 78759

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