William serves as Director of PR and communications at Amplify. He oversees all media relationships, marketing strategy, and external communications.
William has experience as a wealth advisor running an advisory practice, managing advisor teams, and doing grassroots business development, including brand and communications strategy. He is part of the Ashton Thomas Private Wealth ecosystem, where he serves in a similar role covering marketing, communications, and media relations for the firm, as well as advisor business development initiatives.
William’s career spans three decades in Wealth management, technology consulting, corporate finance, and institutional banking. Previously, he held roles with Waddell & Reed Financial (now part of LPL), National Australia Bank, and International Paper Company, as well as his own business entities. William also took a Mid-Atlantic financial advisory business through the full ownership lifecycle—from inception to sale.
William was President of the Board of Directors for the Financial Planning Association (FPA®) of Greater Phoenix (Arizona), where he served as a member of the Board of Directors for eight years from 2016-2023. He was a founding member of the FPA® national Advisory Council and the Advisory Council Executive Committee, served on the Board Nominating Committee in 2021 and the Technology Task Force in 2022. William is also a contributor to various financial industry publications. He resides in Scottsdale, Arizona, with his wife and two children.
William joined Waddell & Reed Financial, quickly ascending from Financial Advisor to District Manager with direct responsibility for training and mentoring new advisors. After becoming a key part of the regional leadership team in eastern Pennsylvania, he started a satellite office for the firm, the first ever at Waddell & Reed to be co-branded with a property and casualty insurance agency. When an opportunity arose to reevaluate his business model, William decided to move the office away from the “captive” career system and affiliate with Cambridge Investment Research, an independent broker-dealer.
An opportunity to restructure a regional office for a mid-sized RIA led William to Arizona in 2015. “For some time, I was looking to relocate geographically. When the opportunity arose somewhat unexpectedly, I went for it.” Today, William calls Scottsdale home, both personally and professionally.
“Everything I’ve had the privilege of experiencing in my career enables me to do what I do for Amplify,” he says. “Today’s elite advisors want a culture that inspires growth, an ecosystem that promotes efficiency, and white-glove client service that rivals the world’s top hospitality brands. They also want actionable ideas to help them stay at the top of their profession and a capable team to help them make those ideas reality. That is what we do.”
William has been on the board of the Financial Planning Association of Greater Phoenix since 2016 and is President of the Board of Directors for 2022. He previously served on the national Financial Planning Association® (FPA®) Advisory Council Executive Committee and the FPA® Technology Task Force. He has also been a contributor to various financial industry publications.
In his leisure time, William enjoys golf, mountain biking, skiing, traveling, following geopolitics, and hosting friends and family. He shares his passion for life with his “better half,” Tori, whom he married in 2020. Together, they have a son named Larston. William also has four adult sons—Liam, Lance Logan, and Lucas—who are at various levels of early work pursuits and higher education.