William has a passion for building meaningful relationships and providing guidance to individuals in the pursuit of developing and maintaining financial plans tailored to unique circumstances. Relationships and trust hold significant importance to him. William holds the CFP® designation as a CERTIFIED FINANCIAL PLANNER® professional.
He is a former Davidson College Division I student-athlete, a previous third-year medical student, and the spouse of a physician-scientist in training.
NWG & Associates
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.