William specializes in working with families preparing for retirement. This includes analyzing both the best vehicles to accumulate wealth and devising distribution strategies to help ensure clients meet their long-term goals.

Choosing proper investments, talking through what really determines returns, analyzing when to take social security, discussing the tax effects of actions, and taking an overall look at the financial situation are just some of the areas where William provides guidance. William works both one-on-one with clients and is available for group presentations.

Originally from Tuscaloosa, William now lives in Vestavia Hills with his wife, Aubrey, and their three children, John Harris, Thomas, and Vivi. They are active members of Vestavia Hills United Methodist Church, where William leads a Sunday school class and serves on various boards. When he is not at work, William can usually be found coaching one of his children’s little league teams.