William is a young professional who is responsible for managing much of the behind-the-scenes activity at White Oak Wealth Partners. From opening new client accounts to handling wire transfers and other requests, William helps manage a variety of important tasks for White Oak’s clients. His attention to detail to second to none.
As a client relationship manager, William enjoys interacting with clients and appreciates the firm’s strong family values.
After graduating from NC State, William began his wealth management career at First Citizens Bank in Raleigh. He soaked up knowledge from a variety of experienced financial professionals while providing critical support to help them do their jobs more efficiently and effectively.
William is a North Carolina native who grew up in Wilmington. While he still loves spending time at the beach, William has called Raleigh home since 2016. He enjoys spending time with family and friends and cheering on the Wolfpack.