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Our team of advisors provide you with the tools and education to make the smart, long-term investment choices to fit your lifestyle. Most of all, we help you completely understand all suitable options.

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Are you searching for someone who can help build your trust, create a valuable connection, and guide you to financial stability?

William Purvis

Associate Advisor

William joined LGT Financial Advisors from Vanguard Investments, where he was a licensed broker with his Series 7 (General Securities) and Series 63 (Uniform Securities Agent, state) FINRA licenses. Since joining LGT Financial Advisors William has obtained his series 65 (Uniform Investment Advisor). William brings with him vast industry experience and knowledge of investment and portfolio management. That expertise carries over where he is the investment management specialist, and regularly guides high net worth clients through complex investment solutions. Prior to Vanguard he had four years of experience in banking as a Personal Banker and Commercial Credit Analyst. William is a 2021 Mississippi State University graduate with a degree in Finance with a focus on portfolio management, investment analysis, financial planning, and financial statement analysis.

  • FINRA Series 7
  • FINRA Series 63
  • Securities Industry Essentials® (SIE®)

Mississippi State University

Bachelor of Business Administration in Finance

  • Financial Advisory
  • Portfolio Management
  • Investment Analysis
  • Financial Planning
  • Retirement Planning
  • Alternative Investments
  • Financial Planning Association (FPA), Dallas/Ft. Worth Chapter – Member
  • Dallas Estate Planning Council (DEPC) – Member
  • Young Risk Managers Association (YRMA) – Member
  • Exit Planning Exchange (XPX Dallas) – Member
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”It seems to me that the natural world is the greatest source of excitement; the greatest source of visual beauty; the greatest source of intellectual interest. It is the greatest source of so much in life that makes life worth living.”
Miller BentleyFinancial Advisor

Talk to one of our financial advisors today and let's partner together for your future.