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Biographical Info
Bill has extensive experience providing financial and wealth management advice and services. A business graduate of the University of North Carolina at Greensboro, Bill joined Carolina Financial Advisors in 2017. Prior to joining Carolina Financial Advisors, Bill served 8 years as a Financial and Retirement Plan Advisor at Raymond James. Bill also served 6 years at Merrill Lynch as the Retirement Plans Specialist for Greensboro, NC. As a Chartered Retirement Plans Specialist ® and a Chartered Retirement Planning Counselor®, he specializes in helping businesses establish customized retirement benefit plans, built around the specific goals and desires of the business. Bill also focuses on financial and investment solutions for individuals.
Level
Starter
Start Date
April 18, 2024
Me
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Favorite Scripture Verse
The Lord is not slow to fulfill his promise as some count slowness, but is patient toward you,[a] not wishing that any should perish, but that all should reach repentance.
Scripture Reference
2 Peter 3:9
Profession
Financial Advisor, Registered Investment Advisor
Professional Focus
Biblically Responsible Investing (BRI), Charitable Giving, Financial Planning, Insurance Planning, Investment Management, Legacy Planning, Retirement Planning, Social Security Planning
Logo
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Firm
Carolina Financial Advisors
About
In business since 2001. We work with clients to tailor their portfolios and financial plans with biblical principles and values in mind.