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Bill received his Bachelor of Science in Business Management from Guilford College (1994). During his financial career, Bill has been a Registered Securities Representative with Triad Advisors, LLC (2010-2019) and currently with M.S. Howells & Co. (August 2019-present).
Bill’s current status is Registered Representative with M.S. Howells & Co., a broker/dealer (August 2019-present). He is an Associate of Wiser Benefit Consultants, Inc. (2009-present), a commission-only firm. M.S. Howells & Co. and Wiser Benefit Consultants, Inc. are separate and not related entities.
Bill was an Investment Advisory Representative of Wiser Financial Coaching, LLC. (2015-2021). His current position is Investment Advisory Representative of Wealthcare Advisory Partners LLC. He is also an Associate of Wiser WealthCare, Inc., a fee-only branch of Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC and Wiser WealthCare, Inc. are separate and not related entities.
Finally, Bill is an independent insurance agent of Carolina Financial Professionals, LLC, an insurance firm (2011-present).
All entities referenced above are separate and not related to M.S. Howells & Co., a broker/dealer.