William is an Atlanta native, with strong ties to the South Fulton Area. He is an alum of Clayton State University where he obtained his Bachelor's Degree in Business Administration and Emory University where he obtained his education in Financial Planning.
Continuing his pursuit of financial education, William, through the American College of Financial Services and The Association for Financial Counseling & Planning Education, obtained both the Chartered Financial Consultant (CHFC) and Accredited Financial Counselor (AFC) designation. Through obtaining these designations, William has positioned himself to help his clients obtain their definition of financial success.
William believes in creating a partnership with his clients, through collaborative meetings and holistic financial planning. Through this approach he is able to fully understand his clients financial needs and create tailored solutions for every financial situation.
William volunteers his time to different organizations whose mission is to empower individuals through financial literacy. He is also a member of The Clayton State Alumni Association, and The Association of African American Financial Advisors.