Will enjoys providing first-class service, building great relationships and helping people pursue their financial goals. In addition to serving as a client advocate, he helps our team prepare for meetings and run financial reports.

He holds Series 7 and 66 licenses and has nine years of experience in the financial services industry. He began working with our team in 2005 and joined Raymond James in 2009. Previously, Will worked for five years as an investment advisor at Merrill Lynch and earned an associate’s degree from Jacksonville University.

Originally from Syracuse, New York, Will lives in Jacksonville with his son, Trey. In his free time, he enjoys flag football, coaching Pee Wee football, and volunteering at the Children’s Home Society and The Clara White Mission.