Will is a Managing Director – Financial Advisor with RBC Wealth Management and has been with the company since 1994. From 1991-1994, he was a Senior Vice President with Kidder Peabody and was a Senior Vice President at Rotan Mosle/UBS PaineWebber Inc. from 1977-1991.
In 2013, Will was named to the Financial Times Top 400 Advisors list. He was also named as one of America's Top 1000 Advisors by Barron's in 2010-2013 and to Barron's Top 1200 Advisors in 2014. Furthermore, he was named a Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP) in 2011-2013. During his tenure at RBC Wealth Management, he has been in the top 1% of his peer group and named a member of the Chairman's Council since joining the firm. He currently advises/manages over $450 million in assets. Will's expertise is advising high net worth individuals and small- to mid-sized corporations. He is the Chief Investment Officer of the Hardee Investment Group.
Will's AWM, Accredited Wealth Manager, designation is offered in conjunction with the Esperti Peterson Institute at Michigan State University. AWM certification holders have demonstrated a commitment to their trade by attending 60 hours of continuing education on subjects related to broad financial planning and family wealth transfer issues.
Will currently serves on the Board of Directors for Port Bay Wetlands LLC, a private mitigation bank. Most recently, he served on the Board of Directors of Harvest Natural Resources, a NYSE listed company. He is a former director of the Bank of Almeda and Gamma Biologicals and is also a former limited partner and advisory director of the Houston Rockets of the National Basketball Association. Will holds a certification of Director Education from the NACD Corporate Directors Institute and is a Board Leadership Fellow. He currently serves as an elder at Southminster Presbyterian Church.
