CFP®, CPA, MAcc
Financial Advisor / Member Owner
I view financial planning as providing my clients a roadmap for the future. However, it is not something you create and hand over to them. I believe in walking that road with them, being a guide – helping make adjustments when the landscape changes.
William is a financial advisor in Savant’s Birmingham, AL office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), William is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
William has been involved in the financial services industry since 1999. He was a partner with Bridgeworth from 2019 until it joined with Savant in 2023.
William is a member of the Financial Planning Association of North Alabama, the American Institute of Certified Public Accountants, and the Alabama Society of Certified Public Accountants. He is a member of the G2 Leadership Institute Class of 2022.
William graduated cum laude with a bachelor of science degree in commerce and business administration and earned a master of accountancy (MAcc) degree, both from the University of Alabama.
Originally from Tuscaloosa, William lives in Vestavia Hills with his wife Aubrey and their three children, John Harris, Thomas, and Vivi. They are active members of Vestavia Hills Methodist Church. When he is not at work or attending one of his children’s activities, William can usually be found playing tennis, cooking out, or trying to get to a concert.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.