Expertise

Personal trust administration

Experience

William joined Midwest Trust in 2025, after serving as a trust officer with Comerica Bank for 12 years. In his role at Comerica, he provided comprehensive fiduciary services to financial advisors and their clients.

William believes in building long-term relationships with clients, truly understanding their unique values and goals, and providing the resources and expertise to help them achieve clarity and control over their wealth.

Education

BS in Biological Sciences, North Carolina State University

Master of Trust and Wealth Management (MTWM), Campbell University

MBA in Finance, Campbell University

Certified Trust & Fiduciary Advisor (CTFA)