As a financial advisor since 1987, Bill has helped his clients navigate every type of market environment and pursue the full range of financial goals. His depth of wealth management experience allows him to offer skilled advice and back it up with conviction. Bill prides himself on his close relationships with the families he works with. He considers most of his clients to be friends, and they say the same about him.

Bill’s genuine concern for others is apparent in his deep-dive approach to gathering information and getting to know his clients. By taking the time to understand them, their families and their needs, he is able to offer highly personalized financial guidance. In everything he does, Bill strives to do right by the client, including giving them advice that he hopes will help them sleep well at night.

Bill and his colleagues at The 770 Group take a comprehensive approach to wealth planning for each client before they make any investment recommendations. They seek to advise people on every aspect of their financial lives, and to offer a rare level of service and attentiveness. Bill loves the financial services industry. With the exception of a two-year stint at Bellsouth, it is all he has ever done—or ever wanted to do.

Making a difference

Bill has been involved in many charitable organizations during his life and sat on boards for the Atlanta Alliance for Developmental Disabilities, The Nobis foundation and others. Bill, his mother and son are all involved with InCommunity which focuses on providing housing, finding jobs in the community and furthering education for adults in the Atlanta area with developmental disabilities.

Outside the office

Bill has a wonderful wife in Nancy, who has always been supportive of him and his business. She has met and spent time with many of Bill’s clients, which makes their experience more personal. Bill and Nancy have a daughter, Kathleen and a son, William, who has worked on Bill’s team since 2019.