William Mccartney is a highly qualified expert, who works in Truist, Inc as a Senior Vice President and Wealth Advisor since 2020. William has earned professional experience in more than nine positions at different companies. William Mccartney went to the Samford University and was studying from 1989 to 1992. William Mccartney has such qualifications as Certified Wealth Strategist Designation, Certified Financial Planner Designation, and Licensed Attorney With State Bar of Georgia. Augusta, Georgia is the area, where the professional was lastly known to be settled. The professional's contacts are accessed through SoftwareOfficial by request.
Name variants:
Wiliam Mccartney,
Williem Mccartney,
Bill Mccartney,
Billy Mccartney,
Billie Mccartney,
Will Mccartney,
Willie Mccartney,
Willy Mccartney,
Liam Mccartney
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 6, 2022
Location
Augusta, GA
Company
Truist, Inc.
Workplace
Senior Vice President and Wealth Advisor
Work History
Senior Vice President and Wealth Advisor
1900 5Th Ave north, Birmingham, AL 35228
I work with a select group of clients and their families to develop and implement comprehensive wealth management plans.
from Nov 2012
Senior Trust and Fiduciary Specialist
420 Montgomery St, San Francisco, CA 94129
Worked as a Senior Trust & Fiduciary Specialist in Greater Georgia until a year after this territory was eliminated in a downsizing.
Jul 2010 — Nov 2012
Senior Vice President of Investments
113 Elizafield Ct, Eatonton, GA 31024
Started up the investment division at First Bank of Georgia in September 2003. I offered investments, trust services, insurance, financial planning and group retirement plan services as a re...
Sep 2003 — Jul 2010
Attorney In Multi-Disciplinary Law Practice
Practiced law and offered Fee-Based Financial Planning and Investment Services in my own multi-disciplinary planning practice while searching for a career opportunity in Private Wealth Manag...
Nov 2002 — Sep 2003
Financial Consultant
New York, NY
Financial Consultant offering investment, insurance and planning services.
Jul 2001 — Nov 2002
Vp, Trust Officer
601 Guadalupe St, George West, TX
Business Development Officer for North Alabama, and the Senior Planning Specialist for Private Wealth Management.
Jun 1999 — Jul 2001
Vp, Trust Officer
Responsible for Business Development and trust administration of 120 accounts.
Sep 1993 — Jun 1999
Education
1989 — 1992
1983 — 1987
1979 — 1983
Occupations
Executive
Senior Vice President
Advisor
Accountant
Finance and Accounting Specialist
Lawyer
Fiduciary
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Trust Law Attorney
Lawyer
Skills
Estate Planning
Investments
Wealth Management
Financial Planning
Financial Advisory
Investment Management
FAQs about William Mccartney
What's the main profession of William Mccartney?
William Mccartney is a Senior Vice President and Wealth Advisor.
What jobs is William Mccartney proficient at at?
The expert is proficient at such jobs as Executive and Senior Vice President.
Where is William Mccartney currently located?
The professional is located in Augusta, Georgia.
How many companies did William Mccartney work at?
William Mccartney worked at nine jobs.
What education does William Mccartney have?
William studied at the Samford University from 1989 to 1992.
What are the certifications of William Mccartney?
William received the following certifications: Certified Wealth Strategist Designation, Certified Financial Planner Designation, and Licensed Attorney With State Bar of Georgia.
What is professional industry that William Mccartney worked in?
This person works in Financial Services industry.
Are there any professional skills, that William Mccartney has?
This person has the following skills: Estate Planning, Investments, Wealth Management, Financial Planning, Financial Advisory, and Investment Management.