Bill joined HB Wealth in 2022 when Oakbridge Partners, one of Atlanta’s oldest independent wealth management firms, merged into HB Wealth. Bill had served as President of Oakbridge, was a member of the firm’s Investment Committee, and served as its Chief Compliance Officer for eight years. He is a former attorney with substantial experience in the areas of taxation, estate planning, corporate finance, and executive compensation.
Before joining Oakbridge Partners, Bill was an Executive Officer in a firm that developed web-based platforms used by financial institutions to deliver executive compensation and charitable giving solutions to their clients. He also served as the Financial Operations Officer (FINOP) of its affiliated Broker Dealer. Before that, Bill headed the transactional practice group of the Atlanta office of a national law firm and was a member of the firm’s Executive Board. Bill served on the Board of Visitors of his law school for five years.
Bill received his Bachelor of Science degree and Juris Doctorate from Florida State University with honors and received his Master of Law in Taxation from the College of William and Mary’s Marshall-Wythe School of Law. He is a Member Emeritus of the Georgia Bar Association.
Bill belongs to Capital City Country Club and Mountaintop Golf and Lake Club in Cashiers, NC.