Experience and Education
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 representative 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 golf, supporting and coaching his daughters in their multiple sports endeavors and is active in several local charities that support children with special needs.