William Blair is a wealth management financial advisor based in Charlotte, NC.
William joined CAPTRUST in 2015 as a financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Prior to joining CAPTRUST, William served as an assistant vice president, wealth planner at Wells Fargo’s Private Bank, focusing primarily on financial and estate planning. William enjoys helping his clients identify their objectives and develop a worthy strategy for accomplishing those goals.
When he is not in the office or with a client, William enjoys exploring the outdoors, gardening, golfing, biking, and fishing.
- Bachelor of Science degree, summa cum laude, in business administration and accounting with a concentration in finance and financial analysis from North Carolina State University.
- CERTIFIED FINANCIAL PLANNER™
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020, 2021, and 2022 (CAPTRUST Charlotte)