Bill is devoted to creating a personalized client experience and streamlining the financial lives of his clients, thus enabling them to focus on their passions and fully enjoy life. During his two decades in the investment industry, Bill has recognized the need for a team approach to best serve his clients. Realizing that each client needs more than just investment management, he’s built a team to anticipate and manage different needs, including financial planning, estate and wealth preservation, and retirement planning.
Bill strives to eliminate stress that can be associated with financial planning, and finds it imperative to understand the needs of each individual client in order to help them pursue both short-term and longterm goals.
He is well-versed in investment management and advisory services, and appreciates the opportunity to discuss retirement planning, financial planning, and estate and wealth preservation in order to develop what he feels is an optimum scenario for each particular situation. Bill understands the importance of determining personal goals and objectives along with risk tolerance in order to obtain measurable results.
Bill joined Raymond James with his team in 2017. A graduate of the Terry School of Business at the University of Georgia, Bill began his career in the investment industry with Prudential Securities in 1994. In 1998, he moved to Savannah, Georgia, with SunTrust Investment Services, where he served for 19 years as a private financial advisor and senior vice president. At Raymond James Bill is a member of the Chairman's Council* and was named to the 2020 and 2021 edition of the Forbes list of Best in State Wealth Advisors
Bill and his wife, Amy, live on Skidaway Island with their children, Ansley, 16, and Wick, 15. Bill is a member of the United Way Beacon Society and is acting treasurer for both Paula Deen’s Bag Lady Foundation and the Kamaleson Foundation. In his free time, Bill enjoys boating, golfing, cooking and traveling.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visithttps://www.forbes.com/best-in-state-wealth-advisors for more info.
* Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
Raymond James is not affiliated with the above organizations and/or charitable causes.