Experience and Education
With more than 30 years of investment advisory experience, Bill provides individuals and families with comprehensive wealth management, including integrated financial planning and investment strategies, to help them grow and protect their wealth. Prior to joining Mariner Wealth Advisors, he was an investment advisor at Commonwealth Advisory Group, where he worked with high-net-worth individuals and nonprofit entities, as well as assisting in the investment management process, client relations and new business development.
Bill has a bachelor’s degree in finance and marketing from East Carolina University.
Bill enjoys traveling with his wife and two daughters. He’s also an avid golfer, big mountain skier and is active in several local charities.