William E. Will, CFA®

Will joined the firm in the summer of 2020.  He previously worked for both an independent advisor and a large financial institution; however, Will is excited to be at a firm with the resources and staff to provide clients with the tailored advice and support needed to pursue their financial goals.

Will was a student-athlete at the University of Dayton, where he obtained an undergraduate degree in finance in 2016 and kicked for the Dayton Flyer’s football team.  At Dayton, Will was able to contribute as a securities analyst in the Davis Center for Portfolio Management and gain experience in investment analysis.  This sparked his passion for the investment industry and led him into an internship with JMC Wealth Management in Chicago.

After college, Will wanted to continue training for a professional career in football as a placekicker while working in a financial sales role.  After traveling to various camps and tryouts, Will moved to Chicago and spent the last 2 years with JPMorgan Chase and began the process of becoming a CFA Charter holder.  The CFA Institute’s program is widely viewed as the leader in providing a foundation for investment analysis, portfolio management and ethical standards.

Will grew up in Mokena and now lives in Chicago with his wife, Abby.  He enjoys staying active with sports and trying different restaurants with his friends and family.

Check out the background of this professional on FINRA’s BrokerCheck.