Will has served as a private wealth advisor since 1992, serving wealthy individuals and families for over 27 years. His extensive experience enables him to focus on developing strategies exclusively for ultra high-net-worth individuals and families. Will’s approach is transparent and aids clients in making important decisions while keeping long term goals in mind and helping to minimize the emotional stresses that can lead to less than optimal decisions. Will can address client needs beginning with the preparation for the sale of a business and then assisting them in building an income stream. He also guides them in long-term planning for intergenerational wealth transfer. He and his team are committed to a high level of service while working with clients to understand their specific goals and objectives. Will also offers access to the credit and lending services at Bank of America.
Will received a B.S. in Political Science from Rice University, and an M.B.A. from Kellogg Graduate School of Management at Northwestern. He holds the designation of Chartered Financial Analyst®. Will and Laura have four children ranging in age from 22 to 29 and Will enjoys playing basketball, hiking and reading about history in his spare time. Will serves on the board of the Houston Boys & Girls Club, and sits on the finance and investment committees.
Named to Barron's "Top 1,200 Financial Advisors" list in 2018, 2019, and 2020.*
Named to Financial Times "Top 400 Financial Advisers” (FT 400) list in 2019.**
*Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to
http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
**Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list, April 18, 2019. For more information about the selection criteria, go to
http://details-he.re/YNDTvZ . The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times. All rights reserved. Rankings and recognition from Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
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