In his role as Director of Client Relations and Development, Bill is responsible for the cultivation of new clients and ongoing relationship building with our existing clients. Bill is an Accredited Investment Fiduciary® with over thirty-three 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 is a former board member and Investment Committee Chairman for The First Tee of the Triangle and The Nash Community College Foundation. Bill recently served as Chairman of the North Carolina Awards Committee and he is former Pack Leader with 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.