Having grown up in one of the South's prettiest towns - Edenton, NC - Bill values community and family, and believes It's important to treat people as you wish to be treated. He's known for rolling up his sleeves on tough projects, and for his personal motto: "if it's worth doing, it's worth doing well." Complex situations are Bill's sweet spot. His background gives him an edge in handling challenges, as he has empowered clients to navigate a variety of circumstances and markets over the past 30 years. Bill works primarily with successful business owners to develop holistic pre-sale planning strategies based on each client's priorities. He genuinely values his relationships with clients, and takes to heart his role as a trusted advisor committed to helping clients feel more financial confidence. Bill earned the designation of Private Wealth Advisor in 2019, has been recognized as a distinguished Wells Fargo Advisors Premier Advisor(1) every year from 2006 to 2020, and was honored as a Forbes Best-In-State Wealth Advisor(2) in 2019 and 2020. He is proud of his reputation as a tenacious, hands-on advisor committed to delivering the exceptional service his clients deserve. Bill still calls Edenton home today. He is married with 3 adult children. He believes in giving back to his community and is a founding board member of the Boys & Girls Club of the Albemarle. Bill has participated in many mission trips with his church, including Haiti and the Dominican Republic. An avid reader, Bill enjoys traveling with his wife and staying active with his children boating, biking and hiking
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Ideally, selling or transitioning your business will result in financial reward, security, and a sense of achievement....