Bill joined Waverly Advisors in October 2024 following the acquisition of 9258 Wealth Management by Waverly Advisors, LLC. As a Partner and Wealth Advisor at Waverly, he brings over 20 years of experience in Investment Management, Retirement Planning, Estate Review, Medicare and Social Security, Generational Wealth Planning, Charitable & Family Gifting and Employer sponsored Retirement Plans. Bill finds great fulfillment in assisting his clients with developing their financial and estate planning goals and working alongside them to achieve their objectives.
Bill cherishes the moments spent with his wife, their four children, three grandchildren, and two standard poodles. They particularly enjoy their time in Hilton Head, where they have owned homes since 2002. Bill also loves playing bridge, reading, and cooking.
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