Bill started his investment career in 1986 with Dean Witter Reynolds Inc. He then had an opportunity to be a part of a new office for BB&T Scott & Stringfellow in Raleigh in 1993. Prior to his investment career, Bill spent 5 years with Blue Bell Inc. as an Account Executive in sales for the Wrangler Division.
The very heart of his investment philosophy is a recognition and deep understanding of the importance of capital preservation and the power of compounding. His disciplined philosophy is a conservative, value oriented approach that is focused on comprehensive financial solutions designed to help you grow, preserve and manage your wealth. His philosophy makes him especially wary of investment fads and much consideration is given on how much one could potentially lose on an invesment before considering how much you might make.
Everything we do is guided by our mission of providing objective investment advice that is free from the conflicts of interest that many fianncial service firms face. What makes us distinctive is that the quality of your relationship with us rests on the strengths and capabilities of our firm and the integrity, intelligence, and experience of our wealth management professionals.
B.A., 1983, Elon College
A.S., 1979, Lees-McRae College
1977, Page High School, Greensboro, North Carolina
Specialty / Area of Expertise
Portfolio Design and Management
Wealth Planning and Forecasting
Past Treasurer and Director, Friends of the Arboretum, Wilmington, NC
Past Member, Investment Management Consultants Association
Mentor, Cameron School of Business Executive Network, UNC-Wilmington
Past President, Coastal Conservation Association of N.C.
Past Member, Business Advisory Council of N.C.
Past Member, Securities Advisory Council of N.C
Past Director, Cystic Fibrosis Foundation
Bill enjoys his free time in the outdoors, hunting and fishing as well as gardening. Not quite as avid a golfer as he used to be, he still enjoys the game and plays frequently. Other interests include reading, food and wine.
Client Service Associate
Monica Perkins has worked with Bill as his Client Service Associate since August of 2000. She has been with BB&T Scott & Stringfellow in Wilmington since 1998. Monica is responsible for all aspects of outstanding client service.