Will is passionate about helping high net-worth families, corporate executives, and business owners achieve their long-term goals through custom financial planning and wealth management strategies. His personalized financial planning approach, coupled with his background in asset management, allows him to navigate the many complexities of tax, estate, and financial planning.
Will has been a Financial Advisor with Raymond James since 2018 and holds the Accredited Asset Management Specialist℠ designation in addition to the Series 7, Series 66, and 2-15 Life Insurance, Health Insurance, Annuities, and Variable Contracts licenses. Prior to joining Raymond James, Will served as department manager for Merrill Lynch where he earned a Six Sigma Certification leading projects that improved the mutual fund record keeping system and trading platform. He received a Bachelor of Science degree in Finance from the University of Florida.
A Jacksonville native, Will currently resides in Ortega with his wife, Shannon. He supports his community as an active member of the Rotary Club of West Jacksonville. He is an avid tennis player and enjoys landscaping, working out, and watching Gator football with friends and family.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
