Will has spent over 15 years helping high-net-worth individuals and families navigate complex wealth-planning issues. He supports clients managing major life transitions such as the move into retirement, or loss of a spouse or loved one. Recognizing the potential consequences of ill-informed financial decisions, Will takes great pride and derives energy from collaborating with his team to help families make well-considered choices that address their concerns and achieve their objectives.
In 2020, Will joined Coyle, where he has been able to leverage his extensive expertise gained from his tenure in the wealth division of banking. Throughout his career, he recognized the significance of a personalized approach to serving families, one that surpasses the limitations of proprietary products and services typically promoted by larger institutions. Will holds a BS in Business Administration from Georgia State University in Atlanta, GA.
He has cherished partnership with his wife for 25 years, celebrating 20 years of marriage. They have three children, including one who sadly passed away in 2007, and their home is shared with a beloved Goldendoodle. When not engaged in various activities with their children, Will and his family delight in beach outings and golfing.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.