Since beginning his career in the financial services industry, Bill has enjoyed playing a meaningful role in helping clients pursue their financial goals. Throughout his years of service, he has always endeavored to provide objective and unbiased financial guidance based firmly on the need of each and every client. Bill also has served as an Executive Director of Morgan Keegan.
Bill earned the Chartered Financial Analyst® (CFA) designation in 1996. To achieve the designation, he participated in the rigorous CFA® program that bridges industry practice, investment theory, and ethical and professional standards to provide investment analysis and portfolio management skills. As a client, you can be confident that Bill has the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types in order to address your specific investment needs.
Bill received his degree in finance from the University of Mississippi. He joined Raymond James in 2012 as a result of the merger with Morgan Keegan, the firm at which Bill had worked since 1990. Active in his profession, Bill is a past member of the FINRA Regional Advisory Committee and served on the Morgan Keegan Executive Committee from 2006 to 2012.
Outside the office, Bill enjoys spending time with his family, playing golf and hunting. He is an active member of Christ United Methodist Church, is a past president of the Metro Jackson chapter of Habitat for Humanity, a board member of Powers Lake Foundation and active volunteer in a number of other community organizations.