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