Will has over 12 years of experience in the Financial Services Industry, joining the Brannam Wealth Management group of Raymond James in 2018.
Before joining Brannam Wealth Management, Will spent 9 years at Merrill Lynch gaining extensive knowledge in trading, operations, mutual funds, and managed products. He served as team leader and department manager, earning a Six Sigma Certification leading projects that improved the mutual fund record keeping system and trading platform.
Will prides himself on the personal attention to detail that he provides to each of his clients. He is passionate about helping families, young professionals, retirees, and small business owners achieve their long-term goals and dreams through custom financial planning and wealth management strategies. He understands that becoming familiar with his clients is crucial, allowing him to provide comprehensive investment guidance. His financial planning approach, coupled with his background in asset management, allows him to navigate the many complexities of retirement, estate, and tax planning.
Will is a Jacksonville Native. He graduated from Episcopal High School and went on to attend the University of Florida where he received his bachelor’s degree in Finance. He is a registered financial advisor holding his Series 7, Series 66, and 2-15 Life Insurance, Health Insurance, Annuities, and Variable Contracts licenses. Will has also obtained the Accredited Asset Management Specialist℠ designation through the College for Financial Planning.
Will and his wife, Shannon, reside in the Ortega area of Jacksonville. He is involved within the community through The Rotary Club of West Jacksonville. He enjoys staying active through playing tennis, running, working out, landscaping, and enjoying Gator football with friends and family.
Designations: Accredited Asset Management Specialist (AAMS®)
Licensing Held: Series 7, Series 66, Health, Life, Annuities, and Variable Products
Registered States: FL, SC
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