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William joined Ashton Thomas in 2016 and leads business development efforts for the firm. With over two decades in the financial services industry, William’s experience ranges from corporate finance to technology to over a decade as a financial planner.
His career has been as much about incidental timing as it has been about intentional direction. “According to Tom Kennedy, who ran the management training program at Chemical Bank (now part of JPMorgan Chase), I was the youngest person to go through their graduate-level program. Most of the participants had at least five years of real-world experience and I got in right out of college. It was a bit of a fluke.”
Following successful completion of the New-York-based program, William’s early career experience ranged from analyzing financial statements of high-net-worth business owners, to participating in corporate merger transactions, to interest rate forecasting for a Fortune 500 company, to overseeing software projects for several entities. This experience led to a brief career in technology consulting, where clients included GE Consumer Finance (now Syncrony Bank) and GM Investment Management Company, the automaker’s pension plan.
With a vision to help individuals using the knowledge he acquired, William turned to financial planning as a career in 2005. “I found more gratification helping regular people solve real-world financial problems. The rewards were noticeable and personal.”
His management and business startup experience, however, led to William being recognized early as a promising leader within the Waddell & Reed Financial organization. Responsible for training and mentoring new advisors, he became a cornerstone of the regional business development effort. When an opportunity arose to reevaluate his business model, William decided to move his practice away from the traditional “captive” career system and affiliate with Cambridge Investment Research, an independent broker-dealer.
Most recently, he was brought to Arizona by the same kind of happenstance that led to his participation in the Chemical Bank training program. “For some time, I was looking to relocate geographically. When the opportunity arose somewhat unexpectedly, I went for it.” Today, William calls Scottsdale home, both personally and professionally.
“Everything I’ve had the privilege of experiencing in my career enables me to do what I do for Ashton Thomas,” he says. “Today’s elite advisors seek more from a firm than pricing, payouts, or perks. They’re looking for a culture that inspires growth, technology that promotes efficiency, and white-glove client service that rivals the world’s top hospitality brands. They also want actionable ideas to help them stay at the top of their profession.”
Professionally, William has been on the board of the Financial Planning Association of Greater Phoenix since 2016 and has been involved with other professional groups throughout the Valley. He is also a contributor to the firm’s Thought Leadership series and various industry publications.
In his leisure time, William enjoys mountain biking, skiing, traveling, and hosting friends and family. He shares his passion for life with a special someone named Tori, who, as he says, “keeps [him] focused and humble while laughing a lot along the way.” William also has four sons who have grown to be quite a bit taller than him and are at various levels of early work pursuits and higher education.