Carolina Financial Advisors
William works as a financial professional in the following areas
Biblical Responsible Investing (BRI),Charitable Giving,Employee and Employer Plan Benefits,Financial Planning,Insurance Planning,Investment Management,Legacy Planning,Life Planning,Retirement Planning,Social Security Planning
Clients rely on William for his expertise in
Financial Advisor,Registered Investment Advisor
– 2 Peter 3:9
Contact William today!
Meet William Poland
Helping clients since 2003
About Carolina Financial Advisors
In business since 2001
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.
William is Licensed in North Carolina
William has been an NACFC Member since 2007
We work with clients to tailor their portfolios and financial plans with biblical principles and values in mind.
Carolina Financial Advisors 100 East Lake Drive Greensboro, NC 27403
Office Phone: 336-333-0176 Direct: 336-209-9916
Number of Employees: 1-10 Financial Professionals: 1-10 Assets Managed: 1-100m