MITIGATING RISK THROUGH CAREFUL FINANCIAL PLANNING
As Director of Insurance, Bill brings a wealth of knowledge and experience in the area of risk management to the Gate City Advisors team. Working in close collaboration with our investment advisory representatives, Bill focuses on helping clients to identify, assess and prioritize risk. He them advises clients on financial planning strategies aimed to mitigate that risk and protect their assets. Bill likens his approach to climbing a mountain, where the ultimate goal is not only to reach the summit, but also to have the strength and endurance to make it back down safely. Specializing in life insurance, estate planning and executive benefit planning, Bill provides those who have reached their financial goals with the tools and shift in perspective necessary to protect their hard-earned success during retirement and leave a lasting legacy.
In Bill's free time outside of the office, he enjoys hitting the links or spending quality family time with his wife, daughter and two granddaughters.
Education: BS in Marketing, Virginia Commonwealth University