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Our financial advice team


William Grubbs

William Grubbs

CFP®, CLTC®, APMA®, CKA®

Private Wealth Advisor

Managing Director of
Evercy Wealth
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Interests

  • Spending time with my wife and two children.
  • Traveling to see new places.
  • Spending time outdoors playing golf and tennis, hiking, camping and stand up paddle boarding.
  • Participating in Adventure Races.
  • Volunteering at church.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • CKA® Certified Kingdom Advisor®

Education

  • Bachelor of Science in Finance - Auburn University
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