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 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 graduated cum laude with a bachelor of science degree in commerce and business administration and earned a master of accountancy degree, both from the University of Alabama. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA). He 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.
William is a member of the G2 Leadership Institute Class of 2022. Originally from Tuscaloosa, he 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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.