William (Will) Wallace

Insurance Strategies, Retirement Strategies, College Funding Strategies, Group Benefits, Estate Planning, Financial Planning ®

English

Knowledge is the key to a successful financial future.  I am dedicated to making a difference in people’s lives.   

I have often found myself at the intersection of investing and insurance.  I have over a decade and a half of experience in institutional asset management where I worked with large insurers to invest their money.  Growing up in Chapel Hill, NC, my father even worked for a firm having both ‘investor’s’ and ‘insurance’ in the name.  I have resided in Charlotte, NC since 2005.  My wife Allison and I have two sons , Miles (5) and Archie (3), and two dogs.  I have an undergraduate degree in finance from the University of Georgia, and an MBA from East Carolina University.  I am at peace while landscaping my yard or making BBQ.  I also enjoy travelling, adventure, boating, fishing, hiking, snorkeling, flying, woodworking, and am currently working to become a certified beekeeper.  In the past, I played lacrosse and raced cars.   

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