“With our years spent in wealth management, we have long recognized that clients have many moving parts in their financial lives. Our mission initially is to look at everything – to see where enhancements can be made, and to adjust as needed, over time. Clients deserve nothing less than our consistent diligence.”
Growing up, Will was inspired by his grandfather whose strong work ethic extended from his life as a small-town farmer to that of a businessman and stock market investor.
With this background and a growing interest in “all things financial,” Will began his career as a financial advisor in 1998. Prior to joining RBC Wealth Management in 2018, he spent 20 years at Merrill Lynch. Will earned a Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill. He holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
Personal
A lifelong resident of North Carolina, Will and with his wife, Jennifer, have resided in the Triangle area for 25 years and are the proud parents of a son and daughter. Among his passions are family time, playing golf, and serving the community through his church, Trailside Church.
