William A. Whichard, Jr. work email
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William A. Whichard, Jr. personal email
Bill is a founding member of Whichard Woolard & Mitchell Wealth Management. The seasoned team has 9 professionals with collective industry experience of over 170 years. Together, they specialize in providing customized planning solutions for high net-worth families and business owners. Their practice is centered around understanding the "why" of the client's motivations, enabling them to effectively achieve the desired results. Bill firmly believes that experienced plays a critical role in successfully navigating complex planning objectives.Bill is actively involved in his community and has dedicated his time to serving on various boards, including the Boys & Girls Club of the Albemarle. He has been passionately involved with this organization since its inception in 2004. Bill strongly believes in the importance of helping those in need and has participated in numerous mission trips to the North Carolina mountains, Haiti, and the Dominican Republic. Additionally, he serves on the board of the St. Paul's Episcopal Church Foundation.Outside of work, Bill finds joy in various activities such as boating, traveling, and hiking in the mountains. In fact, he and his two daughters are currently section hiking the Appalachian Trail.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TX, UT, VA, and WI only. CA Insurance License #0M71951. Resident State: NC./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Whichard Woolard & Mitchell Wealth Management
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Managing PartnerWhichard Woolard & Mitchell Wealth Management May 2023 - PresentElizabeth City, North Carolina, United StatesCurrently, I hold the Series 7, 9, 10, 31, 63 and 66 registrations, along with the North Carolina life and health insurance license and the long-term care license.
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Private Wealth Financial AdvisorWhichard & Woolard Wealth Management Group Of Wells Fargo Advisors Jul 1989 - May 2023Elizabeth City, North CarolinaCurrently, I hold the Series 7, 9, 10, 31, 63 and 66 registrations, along with the North Carolina life and health insurance license and the long-term care license.
William A. Whichard, Jr. Skills
William A. Whichard, Jr. Education Details
Frequently Asked Questions about William A. Whichard, Jr.
What company does William A. Whichard, Jr. work for?
William A. Whichard, Jr. works for Whichard Woolard & Mitchell Wealth Management
What is William A. Whichard, Jr.'s role at the current company?
William A. Whichard, Jr.'s current role is Managing Partner at Whichard, Woolard and Mitchell Wealth Management.
What is William A. Whichard, Jr.'s email address?
William A. Whichard, Jr.'s email address is wi****@****ors.com
What schools did William A. Whichard, Jr. attend?
William A. Whichard, Jr. attended University Of North Carolina At Chapel Hill.
What skills is William A. Whichard, Jr. known for?
William A. Whichard, Jr. has skills like Management, Investments, Team Building, Strategic Planning, Finance, Securities, Sales, Marketing, Marketing Strategy, Event Planning.
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