William S. McNeer, III

Financial Advisor

Mission

Our mission is to inspire our clients in making informed decisions through education, communication and service that exceeds their expectations.

About Bill

Bill is a New Jersey native but has called North Carolina home for over 30 years. He earned his bachelor’s degree in economics from the University of North Carolina at Greensboro and holds his FINRA series 7, 63 and 65 registrations with LPL Financial. Additionally, Bill is licensed in life, health, long-term care and disability insurance. With over a decade of experience in the financial services industry, he focuses his practice on retirement and social security planning, risk management and small business owners.

In 2011, Bill earned his Accredited Investment Fiduciary® certificate (AIF®). The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. AIF® certificate holders must implement prudent processes into their investment practices by always acting act in the best interest of their clients. Fiduciaries set aside their own personal motives in favor of the client’s goals.

Most recently, Bill obtained his National Social Security Advisors (NSSA®) certification. NSSA® certification is a nationally recognized standard of competent and ethical Social Security planning. NSSA® accredited advisors help individuals and couples with their financial security during retirement years through maximization and coordination of Social Security benefits.

As the local Winston-Salem chapter president of the Society for Financial Awareness (SOFA), Bill donates his time in the community conducting no-cost workshops and seminars for individuals, companies, and organizations to help educate the public on financial awareness. For the past several years, Bill has taught non-credit continuing-education financial planning courses at local community colleges. He has also volunteered on the board of CareNet Counseling, where he served as Vice President. This community-based, non-profit organization is affiliated with Wake Forest Baptist Health and focuses on helping clients to restore and maintain their mental wellness.

Bill has been happily married for over 15 years and has three beautiful children and one grandchild. In his spare time, he enjoys spending time with his family, public speaking, golf, reading, and Notre Dame Football. Bill is currently working to attain his CERTIFIED FINANCIAL PLANNER™ designation.

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