Will Welborn
Plus aucun poste en cours
Profil
Mr. William R.
Welborn, III, is Wealth Manager at Creative Planning, Inc.
Prior to joining Creative Planning, Mr. Welborn worked for Mastrapasqua Asset Management serving as Vice President of Financial Planning Services.
He worked closely with the firm’s research analysts and portfolio managers to help individuals, families, and small business owners design, implement and maintain investment strategies hand-tailored to meet their goals.
He received his undergraduate degree from Vanderbilt University.
Anciens postes connus de Will Welborn
| Sociétés | Poste | Fin |
|---|---|---|
Mastrapasqua Asset Management, Inc.
 Mastrapasqua Asset Management, Inc. Investment ManagersFinance Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients. | Corporate Officer/Principal | - |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Will Welborn
| Vanderbilt University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
Mastrapasqua Asset Management, Inc.
Mastrapasqua Asset Management, Inc. Investment ManagersFinance Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
