Bill serves as the investment strategist and investment advisor representative of the firm. A native of Richmond, VA, he is a graduate of the University of Virginia. Bill is a Certified Financial Planner™ practitioner and a Chartered Financial Consultant.
He also holds certificates in Personal Investments, Advanced Pension Planning, Advanced Estate Planning, and Financial Counseling.
Bill entered financial services in 1965 and has broad industry experience. Throughout his career, Bill has served in various professional associations and leadership roles including the following:
- National Board of Directors for the Financial Planning Association
- Chairman of the National Ethics Committee for the Financial Planning Association
- President of the Wake County Estate Planning Council
He is also a member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Section, as well as the National Association of Personal Financial Advisors (NAPFA).
Prior to joining Beacon Financial Strategies in 2017, Bill founded Fortune Management, LLC, a Raleigh, NC based Registered Investment Advisor in 1992. For nearly 25 years, Fortune Management, LLC delivered wealth management services to clients, which included both individuals and families located nationwide.
Bill and his wife, Bobbie, are long-time residents of Raleigh. In his spare time, he enjoys traveling, reading, and spending time with his granddaughter in Isla Mujeres, Mexico. You may have also heard Bill’s voice on the radio, as he is an occasional volunteer announcer on WCPE –FM (Classical 89.7).