William joined RBC Wealth Management in 2012 and spent the first eight years of his career in Washington, D.C. In 2020, he moved back to his hometown of Richmond, Virginia and joined the JamesView Wealth Group. William works closely on the investment allocation and management side of the business and plays a key role in servicing our clients as the team’s CEPA and CERTIFIED FINANCIAL PLANNER™. His true passion is comprehensive financial planning. William studies the unique circumstances of each client and enjoys working together on a plan to help them achieve their specific goals. In addition, he services our syndicate and fixed income clients. William is a Certified Exit Planning Advisor, has passed the Series 7 and 66 securities exams, holds the CERTIFIED FINANCIAL PLANNER™ certification, and has a bachelor’s degree in business and economics from the College of Charleston. Additionally, he is licensed in Long-term Care, Life and Health Insurances. As an Eagle Scout William naturally enjoys the outdoors, where he and his wife, Lauren, love spending time on the water with their two kids.