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Our financial advice team


William Grubbs, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

William Grubbs

CFP®, CLTC®, APMA, CKA®

Private Wealth Advisor

Evercy Wealth
21
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Qualifications

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

Education

  • Bachelor of Science in Finance - Auburn University

Awards & recognition

  • Evercy Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Ameriprise Circle of Success, 2020-2023
  • Evercy Wealth, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

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.

Honored to be recognized in Forbes

I'm excited to share that Evercy Wealth has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.