William P. Clark


Will is a Financial Planner and earned his CFP® designation in 2019. He is passionate about building relationships with clients that provide value and peace of mind. He accomplishes this by collaborating with clients to determine their relevant personal and financial circumstances then developing and monitoring investment portfolios that maximize potential for meeting life goals.

Will graduated from the University of Illinois Urbana-Champaign in 1985 where he received his Bachelor’s Degree in Accounting and became a CPA. His background in public accounting led to over 20 years of experience working in financial management positions for operator-owned businesses.

Will currently resides in Inverness. He enjoys biking, cooking and music.