About William Whichard
Bill has over 30 years of experience in the financial services industry. Throughout all his years, he has focused his work on managing wealth for high-net worth investors. He earned a BA in Economics from the University of North Carolina at Chapel Hill. Upon graduating in 1987, he returned to his home roots in Edenton, NC to start his career with a regional firm, Carolina Securities. Shortly after in 1989, he transitioned to Wheat First Securities, which has evolved over the years to Wells Fargo Advisors.
Bill understands good advice can only be given when he fully understands the clients' uniq... Read More
Bill has over 30 years of experience in the financial services industry. Throughout all his years, he has focused his work on managing wealth for high-net worth investors. He earned a BA in Economics from the University of North Carolina at Chapel Hill. Upon graduating in 1987, he returned to his home roots in Edenton, NC to start his career with a regional firm, Carolina Securities. Shortly after in 1989, he transitioned to Wheat First Securities, which has evolved over the years to Wells Fargo Advisors.
Bill understands good advice can only be given when he fully understands the clients' unique goals and circumstances. He is passionate about helping clients meet their goals and financial needs. Whichard & Woolard Wealth Management Group of Wells Fargo Advisors' driving focus has been to help business owners and high net-worth individuals and families realize their short- and long-term goals by identifying and executing meaningful solutions for them. He and his team take a holistic approach in working with clients in all aspects of their financial lives. Bill strives to bring together all of his clients' trusted advisors so they can build a consensus of opinion to help ensure that only the best recommendations are generated and acted upon. Also, through Wells Fargo affiliates, his clients have access to additional resources, specialists, and relationships that are all dedicated to their success.
For over 12 years, Bill and his partner have proudly been recognized by Wells Fargo Advisors as Premier Advisors, a designation held by a select group of Financial Advisors within our firm that reflects a superior level of professional achievement. They have also both graciously received the honor of being named to the Forbes/SHOOK Best-In-State Wealth Advisors list in North Carolina for 2019.
Bill is active in the Edenton community where he raised his three children. Read Less