Will and his team work with a small number of sophisticated high net worth clients that include C-Suite Executives, Founders and Partners of businesses, Professional Athletes, and those experiencing significant liquidity.
Will’s strengths include investment and financial planning strategy. Will’s driving force is helping clients make intentional decisions with their wealth. His objective is to help clients use their wealth as a tool to better their own lives, their families, and the communities they care about.
Following his graduation from the College of Charleston in 2011, Will entered the prestigious Merrill Lynch training program. In 2017, he earned his CERTIFIED FINANCIAL PLANNER™ designation. Will has been nationally recognized for his work on multiple occasions. He was named to the 2019 edition of the Forbes list of Best in State Next Generation Wealth Advisors1, and most recently the InvestmentNews’ 2022 40 Under 40 List2. He transitioned his business from Merrill Lynch to Alex. Brown in 2021. He and his team serve clients across the United States, through offices located in Florida and North Carolina. Will lives in St. Petersburg, FL with his son Charles. He works from the international headquarters of Raymond James/Alex. Brown.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
