Bill received his Bachelors in Arts and Science, 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). In addition, he is an independent insurance agent of Carolina Financial Professionals, LLC, an insurance firm (2011-present); Investment Advisory Representative, Wiser Financial Coaching, LLC. (2015-present), and Wiser Benefit Consultants, Inc. (2011-present), a commission only firm with M.S. Howells & Co., a broker/dealer. The entities referenced above are separate and not related to M.S. Howells & Co., a broker/dealer.