William Gekas

William believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping clients realize their long-term financial goals. He provides a comprehensive approach to asset allocation, wealth planning, and risk management to individuals, families and businesses.

William employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right guidance and tailored financial strategies designed to meet clients’ specific needs. He works diligently to meet clients’ expectations with quality customer service and the intention of being a trusted advisor at the firm.

Prior to beginning his career with Financial Compass Group in 2022, he worked for his family’s local business. It was this work experience that taught William the value of hard work, determination, and the pursuit of excellence. He earned his Bachelor’s Degree in Accounting from Penn State University in 2022. William has continued his educational process and holds his Series 7 and 66 Licenses, as well as his Pennsylvania Insurance License.

William resides in York, Pennsylvania. In his free time, he enjoys spending time with his family and friends as well as playing golf. William is a member of the Annunciation Greek Orthodox Church in York, Pennsylvania.