William Davis

Private Wealth Advisor

About William

I play a key role in helping clients navigate the complexities of finance so they can make informed decisions aligned with their goals. With over 27 years of experience, I find deep fulfillment in guiding clients through their life transitions.

My decision to move into a career in financial advising was sparked by early experiences volunteering at a mental hospital, where I discovered my passion for making a positive impact on people’s lives. Throughout my career, I have found that I especially enjoy supporting widows through the unique challenges they face.

Beyond work, my personal life has evolved from being a father to now enjoying being a grandfather. I look forward to navigating your financial journey together!

✔ Credentials

Areas of Expertise:

With an excellent understanding of comprehensive financial planning areas that clients are facing in their personal lives combined with 27 years of experience makes me a tremendous resource for clients and prospects.

Education:

Lake Forest College, IL, Psychology and Business  

Leadership:

Board Chair – Marshall County Economic Development Corporation
Board Chair – Community Hospital of Bremen Investment
Committee Member – Beacon Health System
Board of Visitors – Marian University at Ancilla College

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Questions & Answers

Most effective saving tip:

Determine what your cash flow is and then work with a financial professional to determine where to save it based on where you are in your life.

Who inspires me:

Abraham Lincoln

My greatest extravagance (under $100):

Sashimi

What inspires me:

Seeing people I have helped achieve something great! 

My investment philosophy in action:

Achieve the best risk adjusted return by maintaining a well-diversified portfolio and then leave it alone to work! 

My favorite things/hobbies:

Golf, Travel, Family and Cooking.

My life’s biggest milestone:

Four loving grandchildren!

The best piece of advice I've ever been given is:

Focus on others’ success and you will be successful.

What advice would you give to a candidate who wants to join our team?

Accept the fact we are a small team with huge aspirations to deliver a premier experience to our clients and prospects! 

What's the most inspiring part of your job?

I feel blessed to have earned the respect of my clients to provide the highest quality of advice that makes a difference in their lives. 

What is a piece of career advice you have for others who are interested in financial services?

It will take you years to gain the experiences that will allow you to be successful in this business. 

Flashback to when you were 10 years old. What do you want to be when you grow up?

A doctor.

How do you want people to remember you?

I sincerely cared for others.

What do you think are the best skills that you bring to your job?

Life experience, financial knowledge, compassion and making complex matters easier to understand. 

List three words that you describe you.

Knowledgeable, Caring, Personable.

What’s a goal you have for yourself that you want to accomplish in the next year?

Continue to lower my golf handicap.

What Our Clients Are Saying About Bill

The following reviews are based on experiences from current clients. No compensation was provided to clients. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more exclusion criteria.

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