William Black is a CERTIFIED TRUST AND FINANCIAL ADVISOR who has been serving clients for more than 20 years. As the owner and president of WHB Wealth Management Group, he works closely with clients to understand their financial goals and objectives. William has a genuine desire to know each client personally, as he designs a financial plan that best fits his or her lifestyle. His clients consist of retirees, pre-retirement clients, business owners and professionals.
William received his Economics and Finance degree from Georgia College. Continuing his education, he graduated from Cannon Financial’s Personal Trust School and Graduate Trust School earning the designation of Certified Trust and Financial Advisor. Additionally, through LPL Financial he holds a series 7 securities license, Life and Variable Annuity license and is a Investment Advisor Representative.
William is a Registered Principal and Investment Advisor Representative with LPL Financial, the nation's leading independent brokerage firm.* LPL Financial is a member of Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Unlike most major Wall Street firms, LPL Financial does not offer its own investment products and is therefore unbiased in it's research and outlook.
When he is not busy working with clients, William is very active as a deacon and a Sunday School teacher at Crossroads Baptist Church. William also volunteers with 30-30 Ministries, a youth hunting and fishing ministry.
William married his wife Vicky in 1992, and they have two children, Christian and Tori. Vicky works as a special education teacher and leads a children’s Sunday School class at their church.
*"As reported by Financial Planning Magazine, June 1996-2013 based on total revenue."