ADVISOR BIO

William Jaudes is an investment advisor representative at CCMP Capital Advisors LLC. William is registered with the state of Texas and has been in the industry since February 2013. The firm is headquartered in New York, NY.

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ADVISOR BIO

William Francis is a financial professional with over 25 years of experience in the financial services industry. William Francis is currently registered with Stifel, Nicolaus & Company, Inc. in Pensacola, FL. William Francis has been with Stifel, Nicolaus & Company, Inc. since August 2009. Prior to that, William Francis was with UBS Financial Services Inc. in Pensacola, FL from January 2003 to August 2009 and Morgan Stanley DW Inc. in Purchase, NY from September 1997 to February 2003. William Francis specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions. William Francis is a Chartered Financial Consultant.

SPECIALIZATIONS

ADVISOR BIO

William Crawford is a financial advisor with Stifel, Nicolaus & Company, Inc. William has been in the securities industry since June 17, 1995. William is registered with Financial Industry Regulatory Authority (FINRA) and holds a Series 7 and Series 63 license. William has also passed the Securities Industry Essentials Examination (SIE) for FINRA. William is registered in 53 states, including Connecticut, New Jersey, New York, Ohio and Pennsylvania. William was previously employed by Eaton Partners, LLC, Robertson Stephens, Inc., and Paine Webber Incorporated.

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ADVISOR BIO

William Torey Carr is an experienced financial advisor with over 20 years of experience. William currently works at Apollon Wealth Management, LLC in Mount Pleasant, SC, where he is licensed as a Registered Representative and Investment Advisor Representative. Previously William worked at UBS Financial Services Inc. in Portland, ME. William is licensed in ten states: Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, Ohio, Tennessee, and Wisconsin. William has a strong background in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. William also serves on the board of the Maranacook Education Foundation.

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ADVISOR BIO

William Darby is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Atlanta, Georgia. William has been working in the financial industry since 2002, and has worked at several firms, including UBS Financial Services Inc., Goldman, Sachs & Co., Wachovia Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds Series 3, 7, 63, and 66 securities licenses. William specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting.

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ADVISOR BIO

William Filippo Ticali is a financial advisor at Robert W. Baird & Co. Inc., located in Milwaukee, WI. William has been in the industry since February 4, 2011 and has a wide range of experience. William is a registered representative in Wisconsin and holds the Series 66, Series 27, Series 99TO, Series 7 and SIE licenses. William specializes in a variety of investment areas and is committed to providing exceptional service to clients.

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ADVISOR BIO

William Stratton is a financial advisor in Chicago, IL. He has been working in the financial industry since 2017. William is currently registered with Nuveen Asset Management, LLC and has been with this firm since 2022. William is also registered with several other states and has been active in the industry for over 5 years. William was previously employed by TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC. William holds the Series 66, Series 7 and SIE securities licenses.

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ADVISOR BIO

William Keith Braxton is a financial professional with over 16 years of experience in the industry. William has a strong background in securities and investments, having worked for several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BA Securities, LLC and PACENOTE CAPITAL LLC. William currently works at Goldman Sachs & Co. LLC, where he provides financial advice and portfolio management services to a variety of clients. William is licensed and registered in all 50 states.

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ADVISOR BIO

William Mclarty jarratt Taylor is a financial advisor with Stifel, Nicolaus & Company, Inc. William has over 35 years of experience in the financial services industry. William has worked with clients in Memphis, Tennessee since 1990. Prior to joining Stifel, Nicolaus & Company, Inc., William worked at VINING-SPARKS IBG, LLC and ICBA SECURITIES. William is registered with FINRA and holds the Series 7, Series 24, Series 63, and Series 79TO licenses. William specializes in providing financial planning, portfolio management, and investment advisory services. William serves individuals, businesses, corporations, high-net-worth individuals, insurance companies, banking or thrift institutions, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

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ADVISOR BIO

William Bradley Voss is a registered investment advisor representative with Whitestar Asset Management LLC. William has been in the securities industry since 1998. William's past experience includes roles at Bear, Stearns & Co. Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. William is currently registered with Texas. William holds Series 7 and Series 63 licenses.

SPECIALIZATIONS