Will is an experienced Financial Advisor who works with clients to build and manage tailored portfolios and investment strategies while promoting Edge Capital’s collaborative team environment for families and institutions.
A native of Los Angeles, Will attended Flintridge Preparatory School where he realized his passion for finance through his Economics and Investments classes senior year. He went on to earn a Bachelor of Science in Economics with Financial Applications at SMU in Dallas, Texas. During his time at SMU, Will spent summers working on an oil rig in South Texas, and abroad in Bolivia. Prior to joining Edge, he worked for Fidelity Investments and Merrill Lynch, serving the investment needs of families and institutions in the Dallas area.
Will is an avid musician and loves to play acoustic and electric guitar as well as attend live shows. In his free time, Will also likes to play golf with his friends, ski, and try new restaurants around Dallas.