Associate Wealth Advisor
William is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their goals. William graduated from Yale University with a degree in Ecology and Evolutionary Biology. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019. Prior to joining RegentAtlantic, he was a production assistant at NFL Films and worked on projects such as Hard Knocks and Inside the NFL. He also spent a season playing professional football in Paris, where he coached and mentored youth football teams. He enjoys traveling, learning languages, reading, volunteering, and investing.