About Wil





Business Philosophy

My goal  is to provide professionals, business entrepreneurs, retiree's  and their family's with assistance in building their financial freedom. My objective is  to become  a  lifetime trusted resource for their financial strategies.  

I am ardent about  using  my  knowledge  and resources to help protect my clients and their family's financial welfare. Together with my Advance Solution team of professional specialist and Financial Planning Services Group, we strive to learn about our  clients goals, values and concerns through a comprehensive  discovery  process and then empower them with the necessary information and strategies to help them make informed choices that address their risk , wealth management, business, protection and retirement objectives.  

I hold the Financial Industry Regulatory Authority Series 7, 66 securities registrations through MML Investors Services, LLC.  Additionally, I hold Life, Variable Annuity and Long Term Care Insurance Licensing in the state of Florida and I earned an Accredited Asset Management SpecialistSM designation from the College of Financial Planning. My services include but not limited to fee base financial planning,  income protection strategies, retirement planning, portfolio management, tax mitigation,  insurance and legacy strategies, business succession planning... 



 







Personal



  • 16 Years in the Financial Service Industry
  • 29 Year resident of Monroe County Florida
  • Leadership Monroe Class XXVIII 
  • Sit on the Board of Director of GTTSHOA
  • Minister  at San Pedro Parish in Islamorada
  • Rotary Charter Member Key Largo Sunset Club
  • Enjoy boating, sport fishing, reading and chess.