X
GO

INSIGHTS

Filter Insights By Category
Filter Insights By Tag
Receive Insights in your inbox.

DHG Wealth Advisors LLC Announces Bill Laird as Chief Investment Officer

posted on
DHG Wealth Advisors LLC Announces Bill Laird as Chief Investment Officer

DHG Wealth Advisors LLC (DHGWA) is pleased to announce Bill Laird as its Chief Investment Officer effective June 1, 2021.  Bill has also been promoted to the position of Director at Dixon Hughes Goodman LLP.  

Bill has been a member of the firm’s Investment Policy Committee since shortly after joining the firm in 2009 and most recently served as Co-Chief Investment Officer, a title he has held jointly with Paul Harteg since June of 2020.   The expected transition of Bill to Chief Investment Officer after one year of sharing the title was announced by the firm in June 2020.   Paul Harteg will continue to serve clients and manage the Greenville, South Carolina advisory team.

As Chief Investment Officer, Bill will lead the firm’s Investment Policy Committee, a team of the firm’s most experienced advisors and research associates, setting the direction for DHG Wealth Advisors’ investment methodology and client solutions. 

Bill along with his assistant, Tricia Highfill, will continue to serve the firm’s clients in the Jacksonville and Atlanta markets, as they have together for the last 11 years.

In addition to his twenty-two years of professional experience, Bill is one of a select few advisors nationwide to hold both the Certified Financial Planner (CFP®) certification and Chartered Financial Analyst® (CFA®) designation.

Will Sneed, President of DHG Wealth Advisors, stated, “Bill has proven himself as a true professional in serving clients and has particularly distinguished himself as one with excellent insight in leading our research and investment policy-making decisions.  The future of our Investment Strategy is in strong hands with Bill and his team.”

Bill shared, “I am looking forward to working with our investment team to provide innovative solutions to DHGWA’s client base while continuing to serve my valued clients through their important financial and life decisions.”