William T. Saunders, Cfp® Email and Phone Number
William T. Saunders, Cfp® work email
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William T. Saunders, Cfp® personal email
William T. Saunders, Cfp® phone numbers
Advice for Contacting William T. Saunders: Please contact me via email at William@equity-concepts.com or via phone at 804-285-4463Specialties: Private Wealth Management and Alternative Investments for Accredited Investors.Equity Concepts is an Independent Wealth Management firm that specializes in managing the complex financial and risk management needs of families, trusts and endowments.- Family Office Services- Portfolio Management- Risk Management- Alternative Investing At Equity Concepts, Wealth Management is more than just picking investments and retirement planning. Our family office services help clients strategically integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these distinct and important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is the active and ongoing supervision of this process that will ultimately define true financial success. Our investment approach is diversified beyond traditional stock and bond investing. The strategic use of non-correlated and alternative investment classes is a key component in today's portfolio and risk management process. Our expertise in these areas give our clients, retail and institutional, access to the most advanced and effective investment solutions available.Please note, that current regulatory policy does NOT allow me to receive or provide endorsements of Skills & Expertise or display Recommendations on my profile page.
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Chief Relationship OfficerEquity Concepts Llc Jun 2018 - PresentHenrico, Virginia, Us
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Managing MemberEquity Concepts Llc Jan 2007 - PresentHenrico, Virginia, Us
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Director / Wealth Management ServicesEquity Concepts Llc Jan 2003 - May 2018Henrico, Virginia, Us• Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Eqity Concepts LLC (or Seltzer Financial Strategies) and Cambridge are not affiliated.• Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.• Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and are no guarantee of future performance or success.Securities Registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV
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FounderUnclubbed Golf Apr 2011 - PresentWe are the largest social golf league in Virginia and we want to connect you to great people, great golf courses, and great fellowship! Unclubbed Golf was founded in April 2011. The league is a weekly 9-hole golf gathering in the greater Richmond, Virginia area. We play various Private and Public courses throughout the year.Website: https://unclubbedgolf.com/Facebook: https://www.facebook.com/unclubbedgolfUnclubbed VSGA Membership: https://vsga.clubdashboard.org/capi_online_membership/displaymembership/56
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Branch Manager / Relationship ManagerBurleson Financial Strategies Jun 1997 - Dec 2002
William T. Saunders, Cfp® Skills
William T. Saunders, Cfp® Education Details
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Virginia Commonwealth University - School Of BusinessCertified Financial Planning Program -
Ferris State UniversityBusiness Management
Frequently Asked Questions about William T. Saunders, Cfp®
What company does William T. Saunders, Cfp® work for?
William T. Saunders, Cfp® works for Equity Concepts Llc
What is William T. Saunders, Cfp®'s role at the current company?
William T. Saunders, Cfp®'s current role is Chief Relationship Officer at Equity Concepts LLC.
What is William T. Saunders, Cfp®'s email address?
William T. Saunders, Cfp®'s email address is wi****@****pts.com
What is William T. Saunders, Cfp®'s direct phone number?
William T. Saunders, Cfp®'s direct phone number is +180428*****
What schools did William T. Saunders, Cfp® attend?
William T. Saunders, Cfp® attended Virginia Commonwealth University - School Of Business, Ferris State University.
What skills is William T. Saunders, Cfp® known for?
William T. Saunders, Cfp® has skills like Alternative Investments, Series 63, Cannot Accept, High Net Worth, Private Wealth, Series 65, Investment Advisory, Series 7, Hedge Funds, Series 24.
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