Expertise
Credentials & Awards
- Chartered Retirement Planning Counselor
- Series 7 (General Securities Representative)
- Series 63 (Uniform Securities Agent State Law Exam)
- Series 66 (Uniform Combined State Law Exam)
About
A native of Mobile, Alabama, Billy relocated to Atlanta after graduating from The University of Alabama in 2013. He joined the ClariVise Private Wealth team in 2019, bringing prior experience in the financial services industry and a strong commitment to serving clients with thoughtful, personalized advice. Billy lives in Peachtree Corners, Georgia with his wife, Molly, their daughters, Margot and Charlotte, and their dog, Beau. Outside of the office, he enjoys golf, following the Atlanta Braves, and cheering on his Crimson Tide each fall.
Are you an early bird or a night owl?
Night owl
What would the title of your autobiography be?
Walking in the Footsteps of Greatness
If you could only listen to one song for the rest of your life, what would it be?
Sweet Home Alabama
If you could have the power of teleportation right now, where would you go?
Positano, Italy
What is the last TV show you binge-watched?
The Pacific
Motto or personal mantra?
Tee it high and let it fly!
What inspires or motivates you to do your job, as it relates to the customer experience?
Helping people see through the noise so they can have clarity around their finances knowing they’ll leave a lasting legacy.
