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William F. Koss, CLU, ChFC, MSFS
Email: BillK@kofinancial.com
Bill Koss has worked professionally for 44 years in the financial disciplines of estate planning and investment management, and in 1969 joined with Bill Olinger to establish Koss Olinger Financial Group. As one of the firm’s Founding Partners, he specializes in helping clients preserve their wealth and transfer it to successive generations.
A Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), Mr. Koss is a life and qualifying member of the Million Dollar Round Table (the premier association of financial professionals). His 40 continuous years of qualification, along with his professional designations, status place him among the top 100 professional planners in the world.
In addition, he has published numerous articles in professional journals and consumer publications and is the author of the book, "Pond Birds", the only history of the University of Florida's basketball program. Mr. Koss was a three-year letterman in basketball at the University of Florida and was inducted into the University of Florida Athletic Hall of Fame in 2008. He remains visible to Florida fans through his work as a television sports commentator and public speaker.
He grew up in Bridgeport, Ohio, received a post-graduate degree from Manlius Military Academy, earned a Bachelor’s degree in Business Administration at the University of Florida, and holds a Master’s of Science degree in Financial Services from The American College.
A founding member and past Chairman of the Council for Economic Outreach, Mr. Koss won the J. Wayne Reitz Award for his contributions to the region’s economic development. The Gainesville Business Magazine named him Financial Services Man of the Year in 1990, and The Gainesville Sun recognized him as the 1994 Business Person of the Year.
Mr. Koss and his wife, Mary have been married 44 years and have a daughter, Mary Beth Johnston, a son, William Koss II, and six grandchildren.
