Will joined Brannam Wealth Management of Raymond James in late 2018.
Before joining our team, Will spent 9 years at Merrill Lynch gaining extensive knowledge in mutual funds and managed products while honing his client service skills. Will served as team leader and department manager, earning a Six Sigma Certification to lead projects that improved the mutual fund record keeping system and trading platform. At Brannam Wealth Management of Raymond James, he strives to make a lasting and positive impact on the life of every client by providing them with exceptional service and advice.
A native of Jacksonville, he graduated from Episcopal High School and earned a BS degree in Finance from the University of Florida.
Will lives in the Ortega area of Jacksonville and enjoys competing in sports, spending time outdoors, exercise, landscaping, and enjoying Gator football with friends and family.
Designations: Accredited Asset Management Specialist (AAMS®)
Licensing Held: Series 7, Series 66, Health, Life, and Variable Products
Registered States: FL, SC