Will is an accomplished military professional and seasoned Financial Advisor, specializing in the ultra-high-net-worth space. With a decade of experience in wealth management, he has earned a reputation as a trusted advisor in the Palm Beach, Boca Raton, and Wellington equestrian community. Will guides his clients to preserve, grow, and transfer their wealth across generations. His dedication to excellence, in-depth market knowledge, and unwavering commitment to his clients has made him a sought-after specialist in the industry. Recognizing his unique ability to navigate complex financial landscapes, Will decided to partner with the wealth management firm, Evershore Financial Group. His meticulous approach to understanding each client's individual needs ensures he delivers unparalleled service and financial solutions.
Will has a diverse educational background to include a Bachelors in Information Technology and a Masters in Business Administration and Finance from the Florida Institute of Technology. He enjoys spending time with his wife and four children as well as playing golf, pickleball, and softball. Will is a dedicated volunteer, supporting veteran organizations and furthering benefits for public service professionals, such as first responders and educators.
During his Air Force career, Will has distinguished himself both at home and abroad as a member of the Air Force Special Operations Command, enabling 552 combat missions and earning awards for superior performance. Currently he supports the Air Force’s logistics operations as a Master Sergeant in the Reserves.
Boca Raton Office | 561.910.2566