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#94
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.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
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

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Asset Summary
As of Jun, 2023
$1M
Min Account Size For New Business
$1.5-4M
Typical Size Of Households
$2.5-12M
Typical Net Worth Of Relationships
$668M
Team Assets (Custodied)