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William has spent more than 20 years in the financial services industry, starting out as an analyst at a major bank after receiving his accounting degree. “I was 20 years old and analyzing personal financial statements for owners of small businesses in the New York area,” he says. By the time he was 23, he was managing $1.5 billion for a Fortune 100 company.
During his career he’s worked at the top level of corporate finance for International Paper, was corporate banking and treasury analyst for National Australia Bank and was a technology entrepreneur providing custom software development for companies including GM Asset Management and GE Consumer Finance. He began advising clients and developing financial plans in 2005.
“Everything I’ve done and experienced has kind of rounded me out to do what I’m doing at Ashton Thomas,” says William. “Transitions are something that I’m passionate about, as well as working with advisors. It’s simple really. I’m solutions-oriented, but it always comes back to making people happy. Once I started embracing that simple goal of happiness, I started seeing success on all levels. And that’s really what motivates me.”
William spends his time bringing a high level of support and service to advisors, whether solving a problem for a specific situation, bringing a fresh set of eyes to a financial plan or helping develop a specific strategy for a client. He is excited about Ashton Thomas’ capabilities, including its technology platform, management structure and dedication to establishing and supporting teams. “Ashton Thomas provides exactly what advisors need to succeed and grow into the future, and I have that straight from people at the top of our profession,” he says.
He still enjoys the technical aspects of his chosen field, including financial planning, investment management and working with clients. William believes listening and crafting thoughtful solutions is the key to success for advisors. “You have to create strategies that are meaningful to clients. I encourage our advisors to listen closely, then analyze and come back with relevant ideas. I don’t believe in templated plans, but I also don’t believe in over-customizing or doing everything the client says either. I think there is a solution for everything—you just have to be willing to work on it,” he explains.
William is on the board of the Financial Planning Association of Greater Phoenix and is a member of the Executives Association of Greater Phoenix (EAGP), the oldest networking group in the Valley.
He’s a pilot and photographer as well as devoted foodie, chef and wine lover. He and his four teenage sons (whom he says will all end up taller than he is, averaging 6’4″) are avid mountain bikers and downhill skiers. A classically-trained singer who writes songs, Williams is a self-professed “hack at guitar and keyboard, but pretty good with hand percussion.” As he says, “I’m a frustrated artist with a great office job that I happen to love.”
Originally from the East Coast, he plans to make the Phoenix area his forever home.