After completing graduate school at the University of Illinois, William started his career in finance with the investment banking firm Nike Securities in Chicago in 1993. His path eventually led to private wealth management where he has worked with Robert W. Baird, Rehmann Financial, and Balanced Asset Management before joining the wealth management firm Raymond James & Associates.
William has over 20 years of experience helping business owners & executives with their private wealth management. As a Wealth Management Specialist he is distinctly qualified to help bring clarity to the financial complexities of business owners and executives. Also, his experience as a business owner and experience on the institutional side of the investment banking firm, Nike Securities, give him a deep understanding of the issues and concerns facing today’s business owner.
William attended Taylor University in Indiana, where he would earn his bachelor’s degree. While completing his undergraduate work, William was an All-District and Academic All-American linebacker for the Trojan’s football team.
He is a dedicated advocate for his community and has served on the Hospital Foundation Board, Rotary International, and taught Junior Achievement. In addition, he kept close to his sports roots by coaching youth and high school football in Frisco, TX. He has also been actively involved in his church.
William currently resides in the Dallas area, has four children Drew, Chelsea, Jacob and Catherine, and attends Prestonwood Baptist Church. In the event William has any spare time, outside of family and career, his interests include reading, travel, golf and anything to do with the beach.
Raymond James is not affiliated with the above organizations and/or charitable causes.