With more than 20 years of experience in financial planning and investment management, Will Litchfield has the accumulated knowledge and perspective to help you with your financial goals. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Will is with you every step of the way offering sound advice and customized financial solutions and estate planning designed specifically for you.
Will endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Based on what he learns about you and your goals and an analysis of the current financial markets, Will designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Will puts it into action and monitors its performance for opportunities to adapt to life changes and new goals.
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. Will is a graduate of East Carolina University, where he earned a bachelor's degree in finance.
A native of Washington, North Carolina, Will resides in Greenville, North Carolina with his wife, Michelle, and their two children. Will is an active volunteer in the community and currently serves on the Greenville City Council. He has served as a member of Greenville Eastern North Carolina (ENC) Alliance and previously chaired the Legislative Committee for the East Carolina University Board of Visitors as well as the Regional Council for Food Bank of Central and Eastern North Carolina. Away from the office, Will enjoys being outside and spending time with his family on the water and in the sun.
Raymond James is not affiliated with any of the companies mentioned.