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William E. Will, CFA®
Financial Advisor
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.
Get a Second Opinion with Will
People come to us for a second opinion due to one of the following two reasons:
- They feel they’ve outgrown their current advisor. They notice lack of coordination, communication, and depth of service.
2. They’ve been doing things themselves forever. It was easier when it was just the investments, but now they’re paying too much in taxes and need an estate plan.
- Get an honest assessment of whether you need help or if you’re already in great shape.
- Identify the pain points in your financial plan.
- Show you how people like you can solve for those pain points.
- Identify what professionals & solutions you might need to enhance your plan.
- A multi-gen family whose advisor, accountant, & attorney aren’t talking to each other even though your $5-50m net worth necessitates it.
- A business owner whose advisor hasn’t connected the dots between their personal financial plan and their business plan.
- A widow who needs help maximizing what is passed along to her kids, grandkids, or charitable endeavors.
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