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.
