Broker Check

Will holds the following licenses and designations to help serve your needs:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

  • Accredited Investment Fiduciary®(AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360's AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
  • Accredited Estate Planner® (AEP®), awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.

  • Retirement Income Certified Professional®(RICP®) designation is appropriate for individuals working in the retirement income planning field and for those with a general background in financial services.

  • LUTCF designation certifying him in Life Underwriting
  • CLTC designation certifying him in Long Term Care
  • Series7 Securities License
  • Series24 General Securities Principal License
  • Life/Health/LTC Insurance License

Other Professional Qualifications include:

  • Nationally recognized member of the Million Dollar Round Table
  • Qualifier (ACE) Achieving Client Excellence 2003,2007,2009,2011,2014,2015
  • Past President and Member, National Association of Insurance and Financial Advisers (NAIFA)

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

"ACHIEVING CLIENT EXCELLENCE The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation."

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