As a Certified Financial Planner™ (CFP®) professional, a former Certified Public Accountant (CPA) and auditor of Fortune 500 companies, Will's deep experience with company balance sheets and income statements is essential to his equity, ETF, and mutual fund research. Will also attained the Certified Portfolio Manager (CPM®) designation, which allows him to build, analyze, and understand the different metrics of your investment portfolios and to work with you through a collaborative process to build your goals-based risk-adjusted portfolio while maximizing your after tax performance. For the team, he handles advisory services, technology and active/passive management selection. Will graduated from the University of Mississippi with a B.S. and a M.S. in accounting with an emphasis on taxation. He volunteers with the inner city youth support organization, Peyton's House. He and his wife, Betsey, reside in Jackson with their daughter, Pryor.
Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IN, KS, LA, ME, MI, MN, MO, MS, NC, NM, NY, OR, PA, SC, TN, TX, VA, WA, WY