After graduating from Wofford College with a B.A. in Finance in 2014, William joined the Stravolo Wealth Management team full-time after interning throughout his senior year. After obtaining his insurance licenses and securities registrations (Series 7 and 66 hel d through LPL), he spent time learning the methods the firm uses for managing client portfolios as well as financial planning and client services.
In December of 2022, William became Certified in Social Security Claiming Strategies, adding the CSSCS designation. This allows him to help clients make a more informed Social Security timing decision and helps them understand the impact that decision has on their financial plan.
William became a partner in the firm on Jan 1, 2023. He is a member of the investment committee, and his responsibilities include investment research, portfolio management, and executing trades. He also spends time with clients going over the performance of their portfolios.
William is a financial advisor and a fiduciary. He must put our clients’ best interests first. He is well-versed in helping our clients plan for their financial future.
Don’t be surprised if William asks you about the vehicle you drive. He has a passion for cars and loves to talk about great drives and fun rides. He enjoys helping clients explore the automobile market when they are ready to purchase a new vehicle. William enjoys the outdoors, especially spending time at his family’s farm near St Matthews, SC, where he loves to hunt and fish with his family.