Bringing over 25 years of experience in the finance industry, Will became a valued member of our team in 2007, following successful positions at Merrill Lynch and Wells Fargo. As a licensed advisor holding the esteemed title of Chartered Retirement Planning Counselor, he is motivated by both macro and micro economic factors in the realm of portfolio management. With an educational background encompassing a Finance degree from the University of Georgia, Will's impact goes beyond the conventional. He generously imparts his knowledge by conducting retirement and investing classes at FPFE, benefiting individuals within state government, municipalities, and Fortune 500 corporations.