Will began his career at SageSpring Wealth Partners in January, 2016. He partnered with his mentor, Michael Purifoy, CPA, CFP® for three years. The experience Will gained during this time taught him the importance of serving as the navigator for clients on their path to financial independence.Will works diligently with his clients to create comprehensive financial plans focused on sound investing principles, advanced long-term tax planning strategies, proper risk management and estate planning. Will’s desire is to serve his clients with the heart of a teacher, educating them on sound financial strategies designed to provide peace of mind and help build generational wealth. Will currently holds the Series 7 and Series 66 as well as Life, Health and Annuity licenses. Will was born and raised in the Nashville area and is a graduate of Brentwood High School (‘02). He obtained his bachelor’s degree from the University of Evansville (’06). He holds a Master’s of Sport Administration from Belmont University (’07). Will is passionate about leaving a legacy dedicated to serving others. His professional service began with the unique opportunity to work with the PGA TOUR and The First Tee, a non-profit youth development organization dedicated to positively impacting young lives through the game of golf. Will currently serves on the board of Harvest Hands Community Development Center, an organization that serves as a catalyst for Christ-centered, holistic community development in South Nashville. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through SageSpring Wealth Partners.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Listed skills include Leadership, Social Media, Public Speaking, Sports, and 24 others.