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Will Hege
LPL FinancialWinston-SalemFinancial Advisor & CEO
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#80
North Carolina - East
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
About Will Hege
Will Hege is an experienced Financial Advisor for LPL Financial, CERTIFIED FINANCIAL PLANNER™ professional, and the President & CEO of Hege Financial Group.  

Will graduated from the University of North Carolina with a degree in Business Administration. He is a past graduate of the Leadership Winston-Salem program, was Fund Chair of the local YMCA Annual Giving Campaign in 2017. Will was also recognized as a “40 Under Forty” recipient by the Triad Business Journal in 2019.

Will has grown Hege Financial Group, a multi-generational, family-owned organization, to include eight team members,... Read More
The description above is provided by Will.

Will Hege's Awards

2019
40 Under 40
Triad Business Journal's 40 Under 40 Award
2023
LPL Financial Chairman's Club
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. 
Contact Will
hege@hegefinancialgroup.com
(336) 722-4343
1404 Plaza West Road, Winston-Salem, North Carolina 27103
Asset Summary
As of Jun, 2023
$0
Min Account Size For New Business
$250K-2M
Typical Size Of Households
$500K-5M
Typical Net Worth Of Relationships
$255M
Team Assets (Custodied)
Appears On