Will specializes in building customized financial plans for clients and positioning investments to align with that financial plan. Specializing in equities and fixed income he is ready to help you build a portfolio customized around your risk tolerance, investment objectives, and philosophies. Will regularly reviews and researches investment solutions in an effort to find the most suitable and efficient solution for each client. Will first joined Raymond James in 2011 as an intern in the Ocala branch. During graduate school, Will worked for Northwestern Mutual as a Financial Representative and College Unit Captain where he built financial plans through insurance and investments. Will believes his knowledge and experience will elevate the client’s experience and bring tangible value to their lives.
Will graduated from the University of Florida with a bachelor’s degree in economics. Graduating Summa Cum Laude, he wrote his senior thesis on “Evaluating the Performance of Actively and Passively Managed Funds Utilizing Data Envelopment Analysis.” His graduate degree is from the Hough Graduate School of Business at UF where he studied investments, international business, economics, and finance. When he is not helping clients succeed in their endeavors, Will volunteers his time to the UF Alumni Association as the Jax Gator Club’s President and to the Jacksonville Chamber of Commerce where he is the President of the Arlington Council. In his free time he enjoys spending his time with his wife, Erin, and their two dogs at the dog park, beach, or on the river.