Bill’s career has been focused on serving the client’s needs in the financial service industry as both an advisor and a branch manager. Starting out in Atlanta, he built up a business working with clients as an advisor. After 9 years, he was recruited into management by Smith Barney and Citigroup. In Atlanta, he worked as assistant manager then continued as the Smith Barney Branch Manager in St. Petersburg in 2004. In 2010, he joined RBC Wealth Management as the Branch Manager and then transitioned back into the financial advisor roll full time in 2013.
Bill’s passion for working with his clients and helping them obtain their financial goals led him to form his firm, Chronos Wealth Management in 2017. Being independent as a Registered Investment Advisor (RIA), he is able to offer more investment opportunities while stay flexible in an everchanging global marketplace.
Bill is an Accredited Wealth Management Advisor and Portfolio Manager who takes a big picture approach when putting together financial plans and building portfolios for his clients.
“Working with multiple companies and advisors in my career over the years, has kept my eyes wide open to the many niches Wall Street and the financial services industry has to offer our clients. This unique prospective helps me take a hands-on approach to solving the personal financial needs of each one of my clients.”
An avid outdoorsman and waterman, Bill enjoys paddling, outrigger canoe training and racing, kite surfing, foil boarding, sailing, boating and swimming. He also enjoys skiing, cycling, travelling, cooking and spending time with his family, Nicole, Alex and Austin.