Will honed his skills as a Financial Advisor at Capitol Financial Solutions beginning in 2010 before making his transition to Hermitage Wealth Management in 2013. He has a passion and a dedication for ensuring his clients are confident, well-planned for, and have a clear vision for their long-term financial strategies.
As part of Hermitage Wealth Management’s team, Will contributes to the success of our distinctive model by assisting clients with creating strategies that identify, prioritize, and quantify their financial goals and objectives. Will places a high emphasis on delivering quality, in-depth financial plans for his clients along with continued communication and support throughout the relationship. The two most important questions he will help you answer are: Am I well prepared? And how do I know?
In addition to his financial planning roles, Will is our main resource to assist clients with health, dental, and vision insurances. He brings a wealth of knowledge to individuals, families, and corporate clients in this arena. His continued education year after year ensures his clients are up-to-date on the changing regulatory atmosphere and can rely on him for continued guidance.
Will is a graduate of The Collegiate School in Richmond, Virginia and earned his Bachelor of Science in Business at Virginia Tech. Will holds licenses in Insurance and Series 6, 7, 63, and 65 FINRA Registrations. He is actively pursuing several professional designation programs to stay abreast of changes and trends in the industry. Outside of the office, Will spends his time with his wife Greylan, daughter Langley, son Huxton, and dog River. He is an avid squash and golf player, and depending on the season, hunting or fishing along our local rivers and bays.