WEALTH MANAGEMENT FOR TODAY
A Game-Changing Approach to Unlocking Your Future
William is a native Floridian, born and raised in Central Florida. After graduating from the University of Florida with a degree in Finance, he started his career with SunTrust Banks. As the Private Banking field was launching, William became one of the first Private Wealth Client Advisors with SunTrust in Orlando. Later, William became the Senior Vice President of the Private Wealth Group in Windermere, catering to notable clients such as Darden Restaurant executives, Walt Disney executives, PGA professionals and Major League Baseball players.
In 2002, William became a Certified Financial Planner™ and relocated from Orlando to Fort Lauderdale to manage the largest SunTrust Private Wealth team in South Florida. His team managed assets in excess of $1 billion.
In 2009, William accepted a position with a community bank as Director of Wealth Management. He oversaw both trust and brokerage services as a member of the Bank’s Executive Management team. In 2015, William decided to leave banking and open BENCHMARK FINANCIAL LLC, an investment advisory practice in Fort Lauderdale. BENCHMARK FINANCIAL specializes in retirement planning.
William is the past Treasurer of the Greater Fort Lauderdale Sister Cities organization and an Ambassador for The Financial Awareness Organization.
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