About Will
Will supports senior advisors by assisting with client relationship management, comprehensive financial planning, and portfolio analysis. He is passionate about creating personalized strategies that support long-term goals and is actively involved in initiatives that foster client relationships.
Will has several years of experience in the financial services industry and began his career as a Financial Solutions Advisor at Merrill Lynch, where he focused on helping individuals build investment strategies and retirement plans.
Outside of the office, Will enjoys spending quality time with family and friends and has a passion for continuous learning and helping others. He loves skiing, traveling to new destinations, and reading—especially books on economics. These interests allow him to stay curious and engaged while creating memorable experiences with loved ones.
Education and Professional Milestones
-University of Southern California - bachelor’s degree in economics with a minor in finance
-Holds CRPC®, SIE, Series 7, and Series 66 certifications
Will supports senior advisors by assisting with client relationship management, comprehensive financial planning, and portfolio analysis. He is passionate about creating personalized strategies that support long-term goals and is actively involved in initiatives that foster client relationships.
Will has several years of experience in the financial services industry and began his career as a Financial Solutions Advisor at Merrill Lynch, where he focused on helping individuals build investment strategies and retirement plans.
Outside of the office, Will enjoys spending quality time with family and friends and has a passion for continuous learning and helping others. He loves skiing, traveling to new destinations, and reading—especially books on economics. These interests allow him to stay curious and engaged while creating memorable experiences with loved ones.
Education and Professional Milestones
-University of Southern California - bachelor’s degree in economics with a minor in finance
-Holds CRPC®, SIE, Series 7, and Series 66 certifications