Bill has been around the financial services business as far back as he can remember. “My dad was a commodities broker, and I would sit in the office and watch the ticker board as a child”, he says. His older sister is retired from the business as well.
As a founding member of iTrust Asset Management, a Registered Investment Advisor, Bill feels strongly about the fiduciary responsibility to act prudently in his client’s best interest in all advisory matters. Managing portfolio risk, while attempting to keep client assets in relevant investment classes is at the heart of what he does using a systematic, rules based approach. He holds the designations of Accredited Asset Management Specialist, and Accredited Wealth Management Advisor, a testament of dedication to do the best job possible to assist his clients in working toward financial milestones for their family.
Graduating from Auburn University with a Bachelor of Science degree in Civil Engineering, he was drawn to the financial services field in 1991 after several years as a licensed professional engineer. After holding positions with Hilliard Lyons, and Morgan Keegan, he formed iTrust Asset Management with his two partners after more than 25 years of experience in the financial advisory field.
Originally from Mobile, Alabama, Bill has lived in Richmond and worked in Lexington since moving to Kentucky in 1990.