• See my other side

William Laird, CFA®, CFP® / Co-Chief Investment Officer, Sr. Financial Advisor

Bill, who is one of only 1,300 individuals nationwide to hold both the Certified Financial Planner (CFP®) certification and Chartered Financial Analyst® (CFA®) designation, joined our Jacksonville, FL office in August 2009. 

He has 17 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 over $1 billion in equity and fixed income assets for trust, individual, charitable, and corporate clients and four years as a money manager research analyst. 

When not working or involved with family activities, Bill dedicates significant time to Rotary Club of Orange Park, Estate Planning Council of Northeast Florida, Economic Roundtable of Jacksonville, and CFA Society of Jacksonville. Bill is a 1999 graduate of Stetson University in Deland, Florida with a degree in finance.