Prior to joining Foothills Wealth Management, Will began his Financial Services career with Wells Fargo Bank as a Financial Specialist in 2007. His work at Wells Fargo helped lay the foundation of interacting with clients on a daily basis to help manage their finances. In January 2012, he moved to Charlotte and began working with Horizon Investments on their internal desk, working hand in hand with his external team to provide service and advice to financial advisors across the country. At Foothills Wealth Management he focuses on helping successful individuals, businesses, and families by providing long-term investment and financial advisory strategies.
Will holds a Bachelor of Science in Business Administration degree from the University of South Carolina with an emphasis in Finance. He holds his Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 7 (General Securities Representative) through Cambridge Investment Research, and Series 65 (Uniform Investment Adviser Law Examination) registration through Cambridge Investment Research Advisors, Inc., and state Life, Accident, Health, and Annuities insurance licenses.
Will currently lives in Greenville, SC.