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William Morris Inabnet, Jr, Cfp® Email & Phone Number
Managing Director Business Development
at
Alpine Private Capital, LLC
1 work email found
@sba.gov
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director Business Development
Location
Shreveport, Louisiana, United States
Company size
Who is William Morris Inabnet, Jr, Cfp®? Overview
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Quick answer
William Morris Inabnet, Jr, Cfp® is listed as Managing Director Business Development at Alpine Private Capital, LLC, a company with 11 employees, based in Shreveport, Louisiana, United States. AeroLeads shows a work email signal at sba.gov and a matched LinkedIn profile for William Morris Inabnet, Jr, Cfp®.
William Morris Inabnet, Jr, Cfp® previously worked as Director of Finance at Southfield School Shreveport and Managing Director, Business Development at Alpine Private Wealth. William Morris Inabnet, Jr, Cfp® holds Cfp Certification, 6 Areas Of Financial Planning from College For Financial Planning.
Company email context
Email format at Alpine Private Capital, LLC
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*@sba.gov
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AeroLeads found 1 current-domain work email signal for William Morris Inabnet, Jr, Cfp®. Compare company email patterns before reaching out.
Profile bio
About William Morris Inabnet, Jr, Cfp®
Thirty years in accounting, finance, wealth management, and leadership. Began career as with Deloitte, and spent most of career integrating corporate finance with wealth mgt, to grow and manage successful companies and advise small businesses. Have extensive experience analyzing financial statements and helping high-net-worth clients to grow and protect their companies and overall wealth. Experience level has allowed me to maintain the 'big picture', and understand complex ideas, with ability to reduce to simple terms for the benefit of any audience. Extensive knowledge in accounting, finance, revenue-generating, and leading teams. History of maintaining good relationships with corporate management, staff, and clients.
Listed skills include Leadership, Team Building, Public Speaking, Accounting, and 34 others.
Current workplace
William Morris Inabnet, Jr, Cfp®'s current company
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Alpine Private Capital, Llc
7 roles
William Morris Inabnet, Jr, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Finance
Current
Jul 2024 - Present
Managing Director, Business Development
Responsible for developing new high net worth clientele, in association with experienced wealth advisors at the firm. Discussions with prospective high net worth clients range in topics from tax and investment planning to overall wealth management and estate planning.
Apr 2023 - Dec 2024
Senior Wealth Manager And Employee Benefits Consultant
Wmi Benefits And Wealth Mgt
Senior Financial Consultant for institutions (after acquistion of previous firm, I.M. Wealthcare)Sample clients over this period include:Vanguard Investments, Hired on team toopen first new advisor office in Dallas metroplex Wells Fargo - Internal Operations Consultant, Salt Lake City regional office SBA - Covid-19 Business Loan Specialist, analyzed.
Jun 2015 - Dec 2022
Managing Partner, Senior Cfp Advisor
Im Wealth Care, Llc
Managing partner and senior advisor for financial planning/investment firm, IM Wealth Care, LLC; Grew investment assets and staff consistently over a decade; Developed client follow up processes that resulted in high client retention. Firm was approached by two outside firms to purchase client base, which occurred in 2015. My services were retained by.
Mar 2003 - May 2015
Director Of Financial Services - Cfp/Cpa Firm
Wealth Advisors Inc.
Partnered with local branch of Carr Riggs, CPA's to form the first comprehensive wealth management/tax planning firm in the state of Louisiana. Clientele was throughout the Ark-La-Tex region. Oversaw the integration of two cultures among fifty staff and partners; Successfully integrated wealth management into standard CPA tax services and employee benefits.
Nov 1997 - Mar 2003
Sales Manager/Recruiter
Sales Manager/Recruiter - Responsible for searching for and hiring new agent advisors and helping grow overall business for the firm headquarterd in Shreveport, LA. Also built and managed my own clientele. Left on good terms with the agency management to start the firm Wealth Advisors, Inc (above).
Dec 1990 - Nov 1997
3 education records
William Morris Inabnet, Jr, Cfp® education
Cfp Certification, 6 Areas Of Financial Planning
College For Financial Planning
Bachelor Of Science (Bs), Accounting
Louisiana Tech University
Masters Of Arts, Biblical Studies (Mabs)
Dallas Theological Seminary
FAQ
Frequently asked questions about William Morris Inabnet, Jr, Cfp®
Quick answers generated from the profile data available on this page.
What company does William Morris Inabnet, Jr, Cfp® work for?
William Morris Inabnet, Jr, Cfp® works for Alpine Private Capital, LLC.
What is William Morris Inabnet, Jr, Cfp®'s role at Alpine Private Capital, LLC?
William Morris Inabnet, Jr, Cfp® is listed as Managing Director Business Development at Alpine Private Capital, LLC.
What is William Morris Inabnet, Jr, Cfp®'s email address?
AeroLeads has found 1 work email signal at @sba.gov for William Morris Inabnet, Jr, Cfp® at Alpine Private Capital, LLC.
Where is William Morris Inabnet, Jr, Cfp® based?
William Morris Inabnet, Jr, Cfp® is based in Shreveport, Louisiana, United States while working with Alpine Private Capital, LLC.
What companies has William Morris Inabnet, Jr, Cfp® worked for?
William Morris Inabnet, Jr, Cfp® has worked for Alpine Private Capital, Llc, Southfield School Shreveport, Alpine Private Wealth, Wmi Benefits And Wealth Mgt, and Im Wealth Care, Llc.
How can I contact William Morris Inabnet, Jr, Cfp®?
You can use AeroLeads to view verified contact signals for William Morris Inabnet, Jr, Cfp® at Alpine Private Capital, LLC, including work email, phone, and LinkedIn data when available.
What schools did William Morris Inabnet, Jr, Cfp® attend?
William Morris Inabnet, Jr, Cfp® holds Cfp Certification, 6 Areas Of Financial Planning from College For Financial Planning.
What skills is William Morris Inabnet, Jr, Cfp® known for?
William Morris Inabnet, Jr, Cfp® is listed with skills including Leadership, Team Building, Public Speaking, Accounting, Client Relations, Financial Forecasting, Corporate Finance, and Financial Planning.
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