Charlotte, N.C., June 29, 2020 – DHG Wealth Advisors LLC, an independent, fee-only Registered Investment Advisory firm owned by Dixon Hughes Goodman LLP (DHG) is pleased to announce that Bill Laird has been named Co-Chief Investment Officer. Since joining DHG Wealth Advisors in 2009 as a Financial Advisor, Bill has led the wealth management team in Jacksonville, Florida and the Atlanta, Georgia market. He will work closely with Paul Harteg, current Chief Investment Officer and succeed Paul to that role in June 2021.
“Over the past ten years, Bill has continued to be a growth leader and strong financial advisor to our clients,” said Will Sneed, President of DHG Wealth Advisors. “We look forward to his leadership as Co-Chief Investment Officer this year and to his taking the baton to be Chief Investment Officer next year.”
As a Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA®), Bill has 20 years of hands-on experience in the wealth management industry. He also has prior experience as a portfolio manager at a major commercial bank where he managed over $1 billion in equity and fixed income assets for trust, individual, charitable, and corporate clients in addition to prior experience as a money manager research analyst.
When not working or involved with family activities, Bill dedicates time to The Rotary Club of Orange Park Sunrise and The Estate Planning Council of Northeast Florida, and CFA Society of Jacksonville. He is a 1999 graduate of Stetson University in Deland, Florida with a degree in Finance.
About DHG Wealth Advisors LLC
DHG Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory Firm owned by the top 20 assurance, tax and advisory firm Dixon Hughes Goodman LLP (DHG). DHG Wealth Advisors offer clients a wealth management experience that combines personalized investment advice with an unparalleled commitment to service.
About Dixon Hughes Goodman LLP
With more than 2,000 people, Dixon Hughes Goodman ranks among the nation’s top 20 public accounting firms. Offering comprehensive assurance, tax and advisory services, DHG focuses on major industry lines and serves clients in all 50 states as well as internationally. Visit www.dhg.com for additional information.