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William Medcalf Email & Phone Number
Financial Advisor
at
Wiser Wealth Management, Inc.
1 work email found
@wiserinvestor.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Woodstock, Georgia, United States
Company size
Who is William Medcalf? Overview
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Quick answer
William Medcalf is listed as Financial Advisor at Wiser Wealth Management, Inc., a company with 20 employees, based in Woodstock, Georgia, United States. AeroLeads shows a work email signal at wiserinvestor.com and a matched LinkedIn profile for William Medcalf.
William Medcalf previously worked as Financial Planning Associate at Wiser Wealth Management, Inc. and Tax Prep Intern at Turner And Patat, P.C.. William Medcalf holds Bachelor Of Science - Bs, Financial Planning from The University Of Georgia.
Company email context
Email format at Wiser Wealth Management, Inc.
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{first}@wiserinvestor.com
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AeroLeads found 1 current-domain work email signal for William Medcalf. Compare company email patterns before reaching out.
Profile bio
About William Medcalf
As a Financial Planning Associate at Wiser Wealth Management, Inc. I am dedicated to empowering individuals and families to achieve their financial goals and life success. With a Bachelor of Science in Financial Planning from the University of Georgia, I bring a solid foundation in financial planning, retirement planning, and wealth management.During my time at UGA, I actively engaged in the Student Financial Planning Association and received the opportunity to expand my knowledge through participation in the 2022 AFCPE Knowledge Bowl competition, and volunteered as a Financial Service Provider for the UGA ASPIRE Clinic. Additionally, I served as a Shepherding Team leader for Reformed University Fellowship, cultivating leadership and Christian community on campus.Driven by a desire to make a meaningful impact in clients lives, I have used my practical experience gained through multiple financial planning internships to deliver tailored solutions and exceptional client service at Wiser Wealth Management. I am committed to ongoing professional development, currently pursuing the CERTIFIED FINANCIAL PLANNER™ marks to build my knowledge as I begin my career in the Financial Planning Industry.
Current workplace
William Medcalf's current company
Company context helps verify the profile and gives searchers a useful next step.
Wiser Wealth Management, Inc.
11 roles
William Medcalf work experience
A career timeline built from the work history available for this profile.
Financial Planning Associate
Current- Assists Financial Advisor in development of Financial Plans- Participate in all client meetings- Document recommendations & advice in CRM software
Jun 2023 - Present
Tax Prep Intern
- Responsible for the preparation of Individual Tax Returns- Used Intuit Lacerte tax software- Used Intuit Quickbooks software
Jan 2023 - May 2023
Financial Planning Intern
- Assist in the preparation of clients financial paperwork- Responsible for confirming execution of daily stock market trades- Facilitate the highest level of hospitality to clients and prospects- Use of Schwab Advisor Services, Orion Software, and CRM Software.
Aug 2022 - Dec 2022
Financial Service Provider
- Meeting with clients to provide financial education- Managed Client Relationships- Created Plans for clients
Aug 2022 - Dec 2022
Summer Financial Planning Intern
- Constructed Financial Plans in Money Guide Pro- Assisted in presenting of plans to clients- Gathered research on investment products- Aided in the modeling & presentation of portfolios
Jun 2022 - Aug 2022
Volunteer Tax Preparer
- Provided free, quality, tax return preparation- Interacted with clients by presenting their completed return- Promoted to Tax Reviewer by my site coordinator- Recognized at the end of the year by professors and site coordinators
Jan 2022 - Apr 2022
Sales Support Team
- Facilitated clients onboarding of products to online retailers- Maintained a vast number of product webpages- Required fluent use of Microsoft Excel- Communication between clients and vendors
May 2021 - Aug 2021
Fast Food Team Member
- Practiced unparalleled customer service- Extremely quick service relied on efficiency of workers
May 2020 - Mar 2021
Supplemental Instructor
- Facilitated study sessions between students in US History I- Worked closely with UNG faculty- Used 4 learning types to construct robust study session
Apr 2019 - May 2020
Retail Sales Assistant
- Promoted to Skill Trainer- Earned Cracker Barrel Brand Promise Champion Award
Mar 2018 - Mar 2020
Team & coworkers
Colleagues at Wiser Wealth Management, Inc.
Other employees you can reach at wiserinvestor.com. View company contacts for 20 employees →
MD
Michaela Dowdy
Colleague at Wiser Wealth Management, Inc.Marietta, Georgia, United States, United States
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TS
Tiffany Spino
Colleague at Wiser Wealth Management, Inc.Marietta, Georgia, United States, United States
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AB
Alexa Brannen
Colleague at Wiser Wealth Management, Inc.Marietta, Georgia, United States, United States
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AP
Andrew Pratt, Cfa, Cbda
Colleague at Wiser Wealth Management, Inc.Atlanta, Georgia, United States, United States
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KP
Kyle Paris
Colleague at Wiser Wealth Management, Inc.Roswell, Georgia, United States, United States
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GK
Grace Kennedy
Colleague at Wiser Wealth Management, Inc.Atlanta, Georgia, United States, United States
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ST
Shawna Theriault, Cpa, Cfp®, Cdfa®
Colleague at Wiser Wealth Management, Inc.Woodstock, Georgia, United States, United States
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Michaela Dowdy
Colleague at Wiser Wealth Management, Inc.Marietta, Georgia, United States, United States
View →
TS
Tiffany Spino
Colleague at Wiser Wealth Management, Inc.Marietta, Georgia, United States, United States
View →
AB
Alexa Brannen
Colleague at Wiser Wealth Management, Inc.Marietta, Georgia, United States, United States
View →
AP
Andrew Pratt, Cfa, Cbda
Colleague at Wiser Wealth Management, Inc.Atlanta, Georgia, United States, United States
View →
KP
Kyle Paris
Colleague at Wiser Wealth Management, Inc.Roswell, Georgia, United States, United States
View →
GK
Grace Kennedy
Colleague at Wiser Wealth Management, Inc.Atlanta, Georgia, United States, United States
View →
ST
Shawna Theriault, Cpa, Cfp®, Cdfa®
Colleague at Wiser Wealth Management, Inc.Woodstock, Georgia, United States, United States
View →
1 education record
William Medcalf education
FAQ
Frequently asked questions about William Medcalf
Quick answers generated from the profile data available on this page.
What company does William Medcalf work for?
William Medcalf works for Wiser Wealth Management, Inc..
What is William Medcalf's role at Wiser Wealth Management, Inc.?
William Medcalf is listed as Financial Advisor at Wiser Wealth Management, Inc..
What is William Medcalf's email address?
AeroLeads has found 1 work email signal at @wiserinvestor.com for William Medcalf at Wiser Wealth Management, Inc..
Where is William Medcalf based?
William Medcalf is based in Woodstock, Georgia, United States while working with Wiser Wealth Management, Inc..
What companies has William Medcalf worked for?
William Medcalf has worked for Wiser Wealth Management, Inc., Turner And Patat, P.C., Elwood & Goetz Wealth Advisory Group, The University Of Georgia, and Raymond James.
Who are William Medcalf's colleagues at Wiser Wealth Management, Inc.?
William Medcalf's colleagues at Wiser Wealth Management, Inc. include Michaela Dowdy, Tiffany Spino, Alexa Brannen, Andrew Pratt, Cfa, Cbda, and Kyle Paris.
How can I contact William Medcalf?
You can use AeroLeads to view verified contact signals for William Medcalf at Wiser Wealth Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did William Medcalf attend?
William Medcalf holds Bachelor Of Science - Bs, Financial Planning from The University Of Georgia.
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