Back to Business Partners
Professional Bio
Will is responsible for providing comprehensive wealth management advice to high net
worth individuals and families, entrepreneurs, and business owners throughout the Delmarva region. He works closely with clients and their advisors to develop financial strategies that seek to help clients meet their current needs and plan for their long
term objectives. Will coordinates the various services his clients require based on
their unique needs, including investment management, planning, trust, private banking, and family office services. In addition, Will provides endowment and asset management services for nonprofit organizations
in the region.
Will has more than10 years of experience in the financial services industry, having responsibilities primarily tailored to trading securities. His trading and capital markets background ranges from equities to convertible bonds across many of the nation's notable institutions.
He holds a bachelor’s degree in business leadership with a minor in U.S. history from The University of Delaware. Will has strong ties to the Wilmington community and is a member of The Rotary Club of Wilmington, The Estate Planning Council of Delaware, and The Wilmington Tax Group. He currently sits as a board member for the Delaware Symphony Orchestra. In addition to being a husband and father, Will has many
hobbies and spends his spare time continuing to play and coach lacrosse locally, and in more recent years, has taken up mountaineering and travelled from coast to
coast summitting several peaks.
worth individuals and families, entrepreneurs, and business owners throughout the Delmarva region. He works closely with clients and their advisors to develop financial strategies that seek to help clients meet their current needs and plan for their long
term objectives. Will coordinates the various services his clients require based on
their unique needs, including investment management, planning, trust, private banking, and family office services. In addition, Will provides endowment and asset management services for nonprofit organizations
in the region.
Will has more than10 years of experience in the financial services industry, having responsibilities primarily tailored to trading securities. His trading and capital markets background ranges from equities to convertible bonds across many of the nation's notable institutions.
He holds a bachelor’s degree in business leadership with a minor in U.S. history from The University of Delaware. Will has strong ties to the Wilmington community and is a member of The Rotary Club of Wilmington, The Estate Planning Council of Delaware, and The Wilmington Tax Group. He currently sits as a board member for the Delaware Symphony Orchestra. In addition to being a husband and father, Will has many
hobbies and spends his spare time continuing to play and coach lacrosse locally, and in more recent years, has taken up mountaineering and travelled from coast to
coast summitting several peaks.