In his role as Director of Client Development, Bill is responsible for the cultivation of new clients and ongoing relationship building of our existing clients. Bill is an Accredited Investment Fiduciary® with over thirty-two years of experience in the financial services and wealth management industry. He currently works with clients from all over the state out of our Raleigh office location. Prior to joining Trust Company over twenty years ago, Bill worked with Centura Banks, Inc. and Trident Financial Corporation as an officer and (series 7, 63 and 24) NASD registered securities principal.
A graduate of the University of North Carolina at Chapel Hill (1984) and The Southeastern Trust School of Campbell University (2000), Bill recently served as Chairman of the North Carolina Awards Committee. He has also been an active member or has served on the board of several professional and charitable organizations including The First Tee of the Triangle, Nash Community College Foundation, Eastern Carolina Estate Planning Council, and the Cub Scouts of America.
Bill loves music and golf and he and his wife, Terry, and their three adult children enjoy spending time together at the beach.