Billy Mock III,

Billy is a Certified Financial Planner™ practitioner with more than 18 years of experience in the financial services industry. The prestigious CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.

CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

Billy believes that gaining a good understanding of his clients’ situation and goals better enables him to craft a financial plan tailored to the unique needs of each client. In doing so, he takes into account each client’s risk tolerance, retirement outlook and estate planning needs, as well as life factors that can change along the way.

With loyalty, dependability and honesty, Billy recognizes the importance of being well informed and makes every effort to educate his clients about the complexities of investing as they work toward their short- and long-term financial goals.

Billy grew up in Fredericksburg, Virginia, and graduated from Woodberry Forest School and Hampden-Sydney College. He also spent a semester studying at the University of Economics in Prague, Czech Republic. Billy began his career as a financial advisor with A.G. Edwards in 2000 and joined Morgan Keegan in 2007, which is now Raymond James.

Billy lives in the near West End with his wife, Lisa, who works in analytics for a local Fortune 500 company. They have two daughters, Merrick and Ella Mae. Outside of work and family, Billy is active in the community most recently as Vice President of LiveWEL a non-profit 501C(3) he co-founded that benefits children in crisis. Billy is also a volunteer at with Comfort Zone Camp, St. James’ Church, Friends of Cliff Asbury, Big Brothers Big Sisters, and is a past president of Kiwanis.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™,   and   in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.