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In his 20 years of experience with some of the largest financial Institutions in the Southeast, William has long wanted to establish an innovative practice uniquely dedicated to the primary needs of his clients, both business and family. In doing so, he wanted to be free to provide advice and assistance unencumbered by proprietary products, quotas and self-serving agendas that come with corporate affiliation.
To learn more about our seminars, call our offices at (770) 778-5242.