Will is an Associate Director, Wealth Advisor with Cresset. He understands that operational excellence is vital to a client’s reassurance and strives to provide accurate performance data across a wide array of investment strategies. Previously, Will worked for Berman Capital Advisors as an Investment Reporting Associate.
Will graduated from Kennesaw State University with a Bachelor of Business Administration in Finance. He obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2023 after completing the required coursework at UGA’s Terry College of Business.
Away from the office, you may find Will enjoying time outdoors, playing basketball, and spending time with friends and family.