Will Bailey, Cfa, Cpa

Will Bailey, Cfa, Cpa Email and Phone Number

2023 Forbes Best-in-State Advisor | Partner and Private Wealth Advisor at LifeWorth Financial | Stewardship. Responsibility. Legacy. @ LifeWorth Financial
Will Bailey, Cfa, Cpa's Location
Charlotte, North Carolina, United States, United States
Will Bailey, Cfa, Cpa's Contact Details

Will Bailey, Cfa, Cpa personal email

n/a

Will Bailey, Cfa, Cpa phone numbers

About Will Bailey, Cfa, Cpa

Learn more about our firm: www.lifeworthfinancial.comAnd read more about our achievements here: www.lifeworthfinancial.com/Achievements.13.htmDisclosures: http://www.lifeworthfinancial.com/disclosure

Will Bailey, Cfa, Cpa's Current Company Details
LifeWorth Financial

Lifeworth Financial

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2023 Forbes Best-in-State Advisor | Partner and Private Wealth Advisor at LifeWorth Financial | Stewardship. Responsibility. Legacy.
Will Bailey, Cfa, Cpa Work Experience Details
  • Lifeworth Financial
    Partner And Private Wealth Advisor At Lifeworth Financial
    Lifeworth Financial Jan 2019 - Present
    Charlotte, North Carolina Area
    Our mission at LifeWorth Financial is to partner with our clients as they take responsibility for their financial lives, becoming true stewards of their wealth as they create lasting legacy.Our services include but are not limited to:✔ Fee-based Financial Planning✔ Retirement Income Planning & Strategy✔ Business Transition Planning✔ Executive Benefit Plan Design✔ Strategic Wealth Management & Transfer Solutions✔ Risk Management Audit & Strategy
    View
  • Driven Brands, Inc.
    Senior Vice President And Chief Accounting Officer
    Driven Brands, Inc. Nov 2016 - Dec 2018
    Charlotte, North Carolina Area
    View
  • Portrait Innovations
    Chief Financial Officer, Vp Of Finance
    Portrait Innovations Apr 2010 - Nov 2016
    View
  • Portrait Innovations
    Corporate Controller
    Portrait Innovations Jan 2009 - Apr 2010
    View
  • Wachovia, A Wells Fargo Company
    Portfolio Analyst / Vp Of Treasury Department
    Wachovia, A Wells Fargo Company May 2006 - Jan 2009
    View
  • Wachovia, A Wells Fargo Company
    Avp In Internal Audit
    Wachovia, A Wells Fargo Company Oct 2004 - May 2006
    View
  • Snyder'S-Lance, Inc.
    Manager Of Financial Reporting
    Snyder'S-Lance, Inc. May 2003 - Oct 2004
    View
  • Kpmg
    Senior Associate - Audit
    Kpmg Sep 2000 - May 2003
    View

Will Bailey, Cfa, Cpa Skills

Finance Financial Reporting Auditing Financial Analysis Internal Audit Accounting Cash Management Financial Accounting Sarbanes Oxley Act Us Gaap Forecasting Financial Modeling Strategic Financial Planning Management Sec Filings Internal Controls General Ledger Sarbanes Oxley Cpa

Will Bailey, Cfa, Cpa Education Details

  • University Of Tennessee-Knoxville - College Of Business Administration
    University Of Tennessee-Knoxville - College Of Business Administration
    Accounting

Frequently Asked Questions about Will Bailey, Cfa, Cpa

What company does Will Bailey, Cfa, Cpa work for?

Will Bailey, Cfa, Cpa works for Lifeworth Financial

What is Will Bailey, Cfa, Cpa's role at the current company?

Will Bailey, Cfa, Cpa's current role is 2023 Forbes Best-in-State Advisor | Partner and Private Wealth Advisor at LifeWorth Financial | Stewardship. Responsibility. Legacy..

What is Will Bailey, Cfa, Cpa's email address?

Will Bailey, Cfa, Cpa's email address is wi****@****ual.com

What is Will Bailey, Cfa, Cpa's direct phone number?

Will Bailey, Cfa, Cpa's direct phone number is +130473*****

What schools did Will Bailey, Cfa, Cpa attend?

Will Bailey, Cfa, Cpa attended University Of Tennessee-Knoxville - College Of Business Administration.

What skills is Will Bailey, Cfa, Cpa known for?

Will Bailey, Cfa, Cpa has skills like Finance, Financial Reporting, Auditing, Financial Analysis, Internal Audit, Accounting, Cash Management, Financial Accounting, Sarbanes Oxley Act, Us Gaap, Forecasting, Financial Modeling.

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