Bill has worked in the financial services industry since 1994 and has experience managing a financial services firm, building a private practice, and mentoring and launching many advisors. He has developed close client/counselor relationships with CEO's, business owners and clients all over the United States. He frequently speaks at industry meetings and is a called-upon contributor to several industry periodicals.
Bill holds the 7, 24, 65, 6, 63 and 22 Series licenses held with LPL Financial which, combined with his experience, allow him to confidently and credibly create and present a tailored financial plan of action for each of his clients. As a Chartered Financial Consultant, he understands the nuances of a range of topics from business balance sheets to estate planning. He is an expert in focusing on building wealth strategies that seek to create income streams that can last a lifetime.
Bill's designation is part of the curriculum offered by the American College at Bryn Mawr, PA, which Bill attended. Bill is an Investment Advisor Representative and a Registered Representative of LPL Financial. He lives in Richmond with his wife Connie.
You can review my background onFINRA's BrokerCheck.