Vice President, Investment Advisor
57 Queen Street
Charleston, SC 29401
Direct: 843.628.1422
Office: 864.288.2849
Fax: 864.288.5218
Vice President, Investment Advisor
57 Queen Street
Charleston, SC 29401
Direct: 843.628.1422
Office: 864.288.2849
Fax: 864.288.5218
As a third-generation advisor, Will serves as an Investment Advisor to individuals, families and businesses to simplify the complexities of financial decisions. Additionally, he works with FinTrust’s Retirement Plan Consulting team in helping retirement plan sponsors optimize their retirement plans with fiduciary guidance on investment selection and monitoring, plan design and employee education and engagement.
A native South Carolinian, Will is a graduate of Texas Christian University where he studied History. He is currently enrolled in the University of Georgia’s Certified Financial Planning Program. Outside of the office, Will is an avid outdoorsman and enjoys hiking, paddle boarding and fly fishing. He strives to exhibit the values he learned as an Eagle Scout in his client relationships