With more than 23 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, including Estate planning & tax planning, using some of the industry’s most comprehensive resources. Based on what he learns about you and your goals, 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.
Before joining Raymond James, 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.
Will is an active volunteer in the community and has served as a member of the Greenville City Council, 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.
Raymond James is not affiliated with any of the companies mentioned.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.