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William J. Schultz

William J. Schultz

Senior Vice President, Financial Advisor

  • Summit, NJ
  • 1984 | Jaws
  • My wife Lisa, Joe Namath, and Benjamin Franklin
  • It is what it is.
  • Loyalty, perseverance, compassion.

Financial Advisor

Bill is a wealth management advisor located in our Bethlehem, PA office.

Bill joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a senior vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Prior to CAPTRUST, Bill was a senior advisor and managing director of McQueen, Ball & Associates, where he was charged with working directly with clients in all areas of wealth management. Before joining McQueen, Ball & Associates in 2001, he served as chief investment officer for fixed income at Carroll & Company Management.

Bill is a cum laude graduate of Boston College, where he earned a Bachelor of Arts degree in mathematics. He also earned a Master of Business Administration degree from the Wharton School at the University of Pennsylvania.

Education

  • Bachelor of Arts degree in mathematics from Boston University
  • Master of Business Administration degree from the Wharton School at the University of Pennsylvania

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