MEET WITH WILLIAM! Choose a Suncoast Credit Union service center below to make a phone appointment. |
ABOUT
With over 12 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Holds FINRA Series 7, SIE, and 66 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Univeristy of South Florida.