3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
- With CAPTRUST Since 2017
- 434.847.6600
-
925 Main St.
Suite 200
Lynchburg, VA 24504
William (Bill) W. Paxton, CFP®
Principal,
Financial Advisor
- Lexington, VA
- Unbroken | A Few Good Men
- Walter Cronkite, C.S. Lewis, and Tom Wolfe
- Character is like a tree and reputation like a shadow. The shadow is what we think of it; the tree is the real thing.
- Integrity, humility, and a good sense of humor
Financial Advisors
Bill is a wealth management advisor who works out of the Lynchburg, VA office.
William joined CAPTRUST in 2017 and serves as a principal, financial advisor responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, William was a principal, financial advisor at Davidson & Garrard, and he has worked in the industry since 1996.
Education
- Bachelor of Arts degree from Washington and Lee University
- Juris Doctor degree from University of Virginia School of Law
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
Memberships
- Member, First Presbyterian Church
- Member, Westminster-Canterbury of Lynchburg
- President, Lynchburg Estate Planning council