Born and raised in Charleston, South Carolina, Will is dedicated to helping individuals and their businesses achieve their goals through comprehensive financial planning and education. While constantly furthering his own education, Will obtained his Certified Financial Planner designation as well as an Advanced Degree in Financial Planning from New York University and B.A. in Political Science from Trinity College. Early in his career Will achieved the Super Starter award for exceptional business development.
A lifelong athlete, he was an All New-England lacrosse player at St. George’s School and The Gunnery. He is now a struggling golfer and devoted fan of the Carolina Panthers. An adventure enthusiast, he spent six months attempting to surf while travelling between Australia, New Zealand, and Southeast Asia.
Will currently calls Manhattan home and enjoys working with clients all over the country to bring clarity and simplicity to their many complex financial needs.
Ernest Rosen — domiciled in South Carolina, and may be licensed in other states
Check the background of this investment professional on FINRA’s BrokerCheck.