Billy is a private client relationship associate in the Charlottesville office. As a member of the client services team, he collaborates with team members on financial planning, cash management, client meeting preparation, reporting, and account maintenance. Billy strives to strengthen client relationships and consistently deliver an excellent experience. His previous industry experience includes working with an independent trust company based in North Carolina. 

Education

  • Hampden-Sydney College, BA

Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP)

Colleagues

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