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William Blair, CFP®Financial Advisor

  • 4201 Congress Street
    Suite 160
    Charlotte, NC 28209
  • 704.927.0360
  • LinkedIn

William joined CAPTRUST in 2015 as a financial advisor relationship manager responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners.  Prior to joining CAPTRUST, William served as an assistant vice president, Wealth Planner at Wells Fargo’s Private Bank and has worked in the industry since 2010.

EDUCATION

  • Bachelor of Science degree, summa cum laude, in business administration and accounting with a concentration in finance and financial analysis from North Carolina State University. 

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™ 

Personal Profile

Hometown:
Charlotte, NC
Favorite Book or Movie:
Atlas Shrugged | The Blind Side
Ideal Dinner Guest:
George H. W. Bush, Elon Musk, and Bill Murray
Words to Live By:
Begin each day with a grateful heart.
Qualities I Admire in People:
Loyalty, courage, and integrity