Before entering the financial industry, William earned a Bachelor of Business Administration degree from North Carolina State and a Master of Business Administration degree from East Carolina University. He worked for three years at Edward Jones as a financial adviser, where he realized the need for true holistic planning. In the summer of 2022, he transitioned to Alloy Wealth where he can connect his passion for helping others with his skillset in all the different areas that can affect someone during retirement. William is also proud to serve as a fiduciary.
Born and raised in Rocky Mount, NC, William grew up in the car business, working as a teenager at his family’s car dealership. A huge Carolina Panthers and NC State fan, William also enjoys participating in local sports leagues including flag football and corn hole, and volunteers at the humane society on occasion. He is married to his wife, Caroline, and together they have two cats and a son, Henley, who is just under age one. When not in the office, William can be found hiking, playing sports, or adventuring in one of his favorite places such as Asheville or Savannah.
When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.
The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.
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