With over 22 years in the financial services industry, William strives to help clients realize their financial and personal aspirations through sound, tailored wealth management. He has expertise in comprehensive financial planning, with a specialty in portfolio management and retirement planning. Levelheaded and trustworthy, he provides clear and thorough financial guidance, always keeping the clients’ best interest at the forefront.
William began his career at UBS and joined Raymond James, formerly Morgan Keegan, in 2002. He holds the Accredited Investment Fiduciary (AIF) designation as well as Series 7, and 66 licenses. He earned a bachelor’s degree in finance from the University of Arkansas at Fayetteville, and later an MBA from the University of Memphis.
Active in his community, William is a member of St. James United Methodist and serves as the Chair of the Board of Trustees and also serves on the Church Counsel. He is a member of the United States Department of Agriculture’s Ozark-Ouachita National Forest Resource Advisory Committee, and remains an active University of Arkansas alum and Sigma Nu fraternity member.
A lover of the outdoors, William enjoys hunting, fishing, canoeing and camping, and has volunteered for numerous conservation organizations over the years. Originally from Texarkana, Texas, he lives in Little Rock, with his wife, Mary, and their children, William, Charlie and Shep.
Raymond James is not affiliated with any of the companies mentioned.