Will serves as an Associate Wealth Manager and is a member of the Investment Management Committee at the firm. He is a CPA with a background of over 6 years in public accounting, specializing in personal and corporate income tax. He holds his Series 7 and 66 securities licenses and is responsible for tax planning and client investment strategies and service. Will holds a Master’s Degree in Accounting from the State University of New York at Buffalo and is an active volunteer at the local Greek Orthodox Church.