As a financial services industry veteran with more than 30 years of experience, Bill offers a wealth of knowledge to help our clients address each of their financial goals and objectives. He provides guidance in comprehensive financial planning, with a specialty in assisting senior corporate executives and their families. He has attained the Chartered Retirement Planning Counselor℠, Chartered Life Underwriter® and Chartered Financial Consultant® designations.
Bill spent 23 years at Merrill Lynch before becoming a founding partner of Piedmont Wealth Advisors with his long-time associate Charles Betts. Prior to working in the financial services industry, Bill served for four years as an infantry officer with the 1st Ranger Battalion, an elite special operations unit of the United States Army. Bill continued his training in the military through Airborne, Ranger, Jumpmaster and Jungle Warfare School. The eagle in the Piedmont Wealth Advisors logo stands tribute to the values of strength and preparedness instilled in him during his service to our country.
Bill is a graduate of Wake Forest University, Leadership Greensboro and the Merrill Lynch Executive Leadership Program. Active in his community, he is an elder at Westover Church and a member of the Greensboro Estate Planning Council, National Eagle Scout Association, and the U.S. Army Ranger Association. He lives in Greensboro with his wife, Sarah, and they are blessed to have three children, William, Turner and Kathryn, along with several grandchildren.