William is a Trust Advisor at Argent Trust Company, where he supports the administration of personal trusts, estates, and investment accounts. He brings a client-focused approach to fiduciary services, helping individuals and families navigate complex wealth management and estate planning needs.
Before joining Argent, William spent more than a decade in the commercial real estate industry, specializing in private real estate investments and multifamily property management. With over 12 years of experience in portfolio oversight, asset management, and development, he offers a unique perspective on investment strategy and long-term wealth preservation.
William later transitioned to private banking and wealth management at Ameris Bank, where he advised high-net-worth individuals and families on banking, lending, and wealth-planning strategies. His diverse background in banking, wealth management, and real estate enables him to provide thoughtful, well-rounded guidance tailored to each client’s financial goals.
William earned a Bachelor of Business Administration in Real Estate from the University of Mississippi and completed the Certified Financial Planner™ (CFP®) Certification Education Program through the University of Georgia.
He is a graduate of Cannon Financial Institute’s Trust School Levels I, II, and III and holds certifications in small business banking. He is currently pursuing the Certified Trust and Fiduciary Advisor (CTFA) designation.
Known for his analytical mindset, relationship-driven approach, and deep understanding of both financial and real estate markets, William is a valued member of Argent’s Atlanta-based trust and wealth management team.
