Investment Counselor

Before joining the firm in 2010, William served as Chairman, President and COO of Arlington Trust Company, Inc. and was a partner in the family office firm of Arlington Partners LLC. He holds a B.S. in finance and accounting from Birmingham-Southern College. Previously, he was a partner in the CPA firm of Williams, Taylor & Associates P.C. (currently Forvis). William received his CPA designation in 1993 and is a member of the AICPA and the ASCPA. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 1999. William serves on the Birmingham-Southern Norton Board. He is active in St. Luke’s Episcopal Church and the Kiwanis Club of Birmingham, and he enjoys traveling, snow skiing and other outdoor activities with his family.