Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
We use cookies to ensure you get the best experience on our website. If you accept, you agree with our cookie policy.
William J. Schultz

William J. Schultz

Senior Vice President, Financial Advisor

  • Summit, NJ
  • 1984 | Jaws
  • My wife Lisa, Joe Namath, and Benjamin Franklin
  • It is what it is.
  • Loyalty, perseverance, compassion.

Financial Advisor

Bill is a wealth management advisor located in our Bethlehem, PA office.

Bill joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a senior vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Prior to CAPTRUST, Bill was a senior advisor and managing director of McQueen, Ball & Associates, where he was charged with working directly with clients in all areas of wealth management. Before joining McQueen, Ball & Associates in 2001, he served as chief investment officer for fixed income at Carroll & Company Management.

Bill is a cum laude graduate of Boston College, where he earned a Bachelor of Arts degree in mathematics. He also earned a Master of Business Administration degree from the Wharton School at the University of Pennsylvania.


  • Bachelor of Arts degree in mathematics from Boston University
  • Master of Business Administration degree from the Wharton School at the University of Pennsylvania
View All News and Resources