Bill is a Managing Director and Senior Institutional Consultant. He and his team work with institutions and high net worth families to customize portfolios to meet their needs. Additionally, they provide extensive planning services to their clients. Bill has advised and managed portfolios for some of the firm’s largest clients. He has extensive experience in sophisticated portfolio management including the use of alternative investments such as private equity, hedge funds and structured products. Bill has been recognized multiple times by Barron’s as one of the Top 1,200 Financial Advisors in the United States. He was recognized by Barron’s every year from 2010 to 2022. Prior to joining Alex Brown in 1993, Bill was the Managing Partner of the law firm of Allman, Spry, Humphreys, Leggett and Howington in Winston Salem, NC. Bill earned BA and JD degrees from the University of North Carolina at Chapel Hill as well as an MBA from the Columbia University Graduate School of Business, where he received honors as a member of Beta Gamma Sigma. Bill was a Lieutenant in the U.S. Navy Reserve. Bill’s wife, Penny, is an attorney, and he has five outstanding children. Bill has been a long-time leader in many community and philanthropic organizations.

Source: Barron’s “Top 1,200 Financial Advisors,” March 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.