About Me

Bill has extensive experience providing financial and wealth management advice and services. A business graduate of the University of North Carolina at Greensboro, Bill joined Carolina Financial Advisors in 2017. Prior to joining Carolina Financial Advisors, Bill served 8 years as a Financial and Retirement Plan Advisor at Raymond James. Bill also served 6 years at Merrill Lynch as the Retirement Plans Specialist for Greensboro, NC. As a Chartered Retirement Plans Specialist ^® and a Chartered Retirement Planning Counselor®, he specializes in helping businesses establish customized retirement benefit plans, built around the specific goals and desires of the business. Bill also focuses on financial and investment solutions for individuals.