Will serves as the Director of Financial Planning at Jacobs, Coolidge & Company, where he leads the Coordination, Implementation, and Integration of Financial Plans for all JCC clients. He joined the firm in 2010, bringing with him extensive industry experience that began in 2002. Will is a graduate of the University of South Carolina, where he earned a double major in Finance and Business Information Systems. His analytical background and deep understanding of Financial Planning allow him to help clients align their financial goals with strategic, customized planning solutions.
He lives in Brunswick with his wife and two grown children. Outside the office, Will enjoys staying active with CrossFit and spending time on the water fishing.
