Suwanee Office – William Bolt

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William Bolt | Wealth Advisor

William Bolt serves clients in the areas of holistic financial planning, investment management, risk awareness and wealth creation. He has nearly a decade of experience in the financial planning industry and has planned more than 1,000 cases throughout his career. He advises families and businesses after thoroughly determining their goals and objectives. Upon agreement of these goals, a customized plan utilizing a broad range of financial products is assembled and implemented. Furthermore, that plan is monitored and maintained through review meetings to confirm that new goals and objectives are addressed and prioritized accordingly. His ultimate goal is to provide a long-lasting, symbiotic relationship with his clients built around mutual trust and respect.

William has a bachelor’s degree in finance from the University of Alabama. He has passed the Series 7 and 66 securities exams and holds life, health and disability insurance licenses in Georgia. He has a black belt in taekwondo and a blue belt in Brazilian jiujitsu, holds a 2-0 amateur MMA record, manages and plays with multiple soccer teams at Atlanta Silverbacks and enjoys playing golf when the opportunities arise. William was vice president of Beta Theta Pi at The University of Alabama and a member of the 2015-2016 Leadership Johns Creek pledge class. He is active in many networking groups around the Alpharetta/Cumming area.

William and his wife, Lindsay, reside in Alpharetta, Georgia, with their dogs, Leyla and Luna. They attend Stonecreek Church and enjoy hiking, home renovation projects and any body of water.