Broker Check

William D. Grafton IV, CFP®, CEPA®

MANAGING PARTNER, PRIVATE WEALTH ADVISOR

Will Grafton transitioned to a career in financial services in 2008 after graduating from the University of North Florida’s highly ranked financial planning program. He perceives investing as a process centered around individual goals. Will finds fulfillment in understanding his clients, developing personalized strategies, and fostering long-term relationships built on trust. Witnessing his clients' progress toward their goals is the most rewarding aspect of his work.

Outside of the office, Will, together with his wife Kyle and their two children Liam and Eloise in elementary school, enjoys spending quality time with family, volunteering for after-school programs, supporting his kids' sports teams, and cheering on the Orlando Magic and the New York Giants.

Will holds Series 7, Series 66, licenses through LPL Financial and Life, Health and Variable Annuity licenses.

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