Virgil Willard III

Senior Client Services Associate, RJFS
Paraplanner, F-360

Virgil joined Financial-360 in March 2015. A graduate of Virginia Tech’s Financial Planning concentration with a B.S. in Applied Economic Management, he has completed all coursework necessary to become a CERTIFIED FINANCIAL PLANNER™ Professional. He is currently working to meet the examination, experience, and ethical requirements of this rigorous, multi-year certification program.

Virgil prepares the reports, agendas and other materials our Financial Advisors use in meetings with clients. He also attends client meetings and will likely be the one who gets in touch with you about follow up after a meeting.

When not working, Virgil loves hang out with his friends and to play, coach and watch basketball. He is also a golfer, though has noticed that the golf season up here is a lot shorter than he's used to. He also just loves his commute from Northern Virginia every day. He can be reached at (301) 476 - 6900 ext. 106 or virgil@financial-360.com. Get in touch with podcast recommendations!