Broker Check

1700 Park Street, Suite 106 Naperville, Illinois 60563 

  • O. 630.733.8434
  • F. 630.701.9879
William S. West, BFA™, CFP®

William S. West, BFA™, CFP®

 

Relationship Manager

Will is in a hybrid role that supports the internal and external structure of our team. Responsibilities for Will include assisting in research and client presentation development, servicing client needs and requirements, and following up on firm-generated leads. He joined the team after finishing his undergrad work a semester early in December of 2014. Will was raised in the Wheaton Area, where he continues to reside with his wife, Danielle and their two sons.

Will’s credentials include:

CERTIFIED FINANCIAL PLANNER™ from the College of Financial Planning

Holds Series 7 & 66 Registrations with FINRA

Holds Behavioral Financial Advisor Designation (BFA™)

Licensed in Life, Accident, and Health Insurance, and Variable Contracts

Bachelor of Science Degree in Finance from Taylor University, Deans List, Magna Cum Laude