William Thompson

Partner

Will joined Equitable Advisors in Charlotte, North Carolina in 2015. He is originally from Rutherfordton, NC and attended UNC-Chapel Hill where he graduated in 2012 with a major in Economics. Will is a partner with Covenant Advisory Group. In only six years as a financial advisor, Will has accomplished multiple accolades including being named the 2018 top Equitable advisor in North and South Carolina for advisors in their first four years. Will has a passion for investing and enjoys sharing that passion with his clients. The mission of his financial practice is to provide clarity by breaking down seemingly complicated financial concepts and decisions into small, manageable steps.

Will lives in Charlotte with his wife Rachel and their golden retriever, Bogey. When not with his family, chances are you will find him on the golf course, hence the name of his dog.

Professional Qualifications:

  • Board CERTIFIED FINANCIAL PLANNER™ professional
  • FINRA Series 7, Series 66, Series 24 Registered
  • Life, Accident, Health, Long Term Care Licensed

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Covenant Advisory Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 7045402962