Will is an Investment Advisor and practicing WEALTH MANAGEMENT SPECIALIST ™ who, for more than 15 years, has helped families and individuals pursue their retirement and investment goals. Meaningful client relationships are important to Will, which is why he enjoys his affiliation with Raymond James – a firm that understands, supports and respects the relationships he has with his clients.
Prior to joining Raymond James in 2010, Will served as a Regional Director for Lincoln Financial Group and PLANCO, the investment management division for The Hartford with positions in Philadelphia, Atlanta, and Charlotte. He is a graduate of East Carolina University, where he earned a bachelor's degree in finance.
A North Carolina native, Will resides in Greenville, North Carolina, with his wife, Michelle, and their two children. Will, who is an active volunteer in the community, currently chairs the Legislative Committee for the East Carolina University Board of Visitors and is the past chair the Regional Council for the Food Bank of Central and Eastern North Carolina. With his free time he enjoys exercising, anything involving water and sun as well as activities with his family (if it involves water and sun)!
Raymond James is not affiliated with the above organizations and/or charitable causes.