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William Flock

Investment Analyst

Generational Group

United States, Texas, McKinney

About Me

William Flock, who is no stranger to Generational Group, has been working for the company since 2018. He transitioned to Generational Wealth Advisors as an Investment Analyst in August 2022. William specializes in portfolio construction with a focus on alternative assets. William is a utility player for the team, but his primary role is working with the CIO on due diligence for the investment strategies used when designing clients’ portfolios. Prior to joining Generational, William served a variety of communities during his studies in ministry and mission trips to foreign countries. While working part-time, William is in the process of completing his degree in Finance and Management at Th

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Profile Information

Investment Analyst

Generational Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

McKinney

Texas

United States

Jul 5, 2025

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