PHONE: (615) 277-9468 | FAX: (615) 522-5393
Licenses & Certifications:
- Registered Securities Representative, TrustCore Investments, LLC
- Registered General Securities Principal
- Registered Municipal Principal
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Bill is an operations professional with TrustCore, working with the firm’s financial planners and associates in the day-to-day operations and administration of client accounts, assets and transactions.
Prior to joining TrustCore, Bill worked for 30+ years primarily trading fixed income securities. He earned his Bachelor’s degree in business administration with a major in finance from Georgia State University in Atlanta, GA. He also served in the United State Coast Guard as a communications supervisor at a search and rescue station.
A native of Georgia, Bill lives in Williamson Country with his wife and enjoys being in the country. In his leisure time, Bill enjoys music, cooking out and spending time with his wife, his dog, and his five grandchildren.