Bill joined DHG Wealth Advisors in 2009 and currently serves as DHG Wealth Advisors Chief Investment Officer since June of 2021. As Chief Investment Officer, Bill leads the firm’s Investment Policy Committee, setting the direction for DHG Wealth Advisors’ investment methodology and client solutions, serving over $2 billion in client assets. Additionally, Bill serves on the firm's Leadership Committee, helping guide firm direction and shaping the service experience for our clients.
As a Senior Financial Advisor, he leads the wealth management services provided by DHG Wealth Advisors in the Jacksonville and Atlanta markets. His practice focuses heavily on transition planning, helping clients through the important decisions associated with life transition events such as retirement, sale of a business, divorce and loss of a spouse.
In addition to his 22 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.
He has 21 years of hands-on experience in the wealth management industry including four years as a portfolio manager at a major commercial bank where he managed more than $1 billion in equity and fixed income assets for trust, individual, charitable, and corporate clients. Additionally, Bill served as a money manager research analyst during the first four years of his career.
When not working or involved with family activities, Bill dedicates significant time to Rotary Club of Orange Park Sunrise, Estate Planning Council of Northeast Florida, and CFA Society of Jacksonville. Bill is a 1999 graduate of Stetson University in Deland, Florida with a degree in finance.