Senior Investment Advisor, RJFS
Managing Partner, TSD Capital Group
Bill strives to be a complete financial resource for clients, specializing in custom wealth management strategies as well as financial planning services. He draws on more than 27 years of experience in helping clients pursue their financial goals, earning a reputation for reliability. He enjoys working with people and providing solutions.
For more than six years he has been with TSD Capital Group, which was affiliated with Wells Fargo before transitioning to Raymond James in 2013. He has also worked as a financial consultant for Merrill Lynch.
He earned a degree in economics from the University of Georgia. The former Rotarian has served on the board of directors for Classic City Community Church and was also a board member for the Athens Regional Foundation.
Originally from Grosse Pointe, Michigan, he lives in Athens with his wife, Cherie; they have three children: Ansley, Will and Marisol. His hobbies include boating, water skiing, snow skiing and running.