Will Edwards

Portfolio Manager

Will has over five years of experience in financial services—specializing in customized financial plans for individuals, families, estates, and business owners.

Will not only wants to help you and your family, or your business achieve their financial dreams, but he wants to make sure you’re provided an incredible customer experience along the way

His mission is to take a comprehensive overview of the goals, hopes, and dreams of his clients while putting together a robust, transparent, step-by-step financial strategy to get them where they want to go.

Will is a graduate of the University of Cincinnati – majoring in history. He holds a variety of financial licenses including his Series 7, 63, 65, 66 as well as Life and Health insurance.

Will lives in Oakley with his beautiful fiancé Erin, an account executive at Google, and his mini goldendoodle Sully.

“The greats never sacrifice the important for the urgent. They handle the immediate problem and still make sure to secure the future.”


Let us know how we can help and a member of our team will help get you started.