William Edwards

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About William Edwards

William Bill Edwards is a distinguished financial advisor with over two decades of experience guiding clients toward long-term success. Born and raised in Charlottesville, Virginia, Bill descends from two storied American lineages the Garth family, original founders of Albemarle County, and the Edwards/Young family of Lansing, Michigan, known for their contributions to banking and automobile manufacturing. His great-grandfather, Benjamin Young, played a pivotal role at the Bank of Detroit, while his great-great-grandfather, Captain Thomas Garth, left a proud legacy of patriotism and service.

Bills own path reflects his familys tradition of entrepreneurship, leadership, and dedication to community. A 2002 graduate of Longwood University, he earned dual degrees in Finance and Economics, graduating at the top of his class while excelling as an outfielder and pitcher for Longwoods storied baseball program. His early achievements included competing at the national level in DECA, captaining his high school baseball team, and serving as a volunteer firefighter.

Over his career, Bill has earned a reputation for excellence, innovation, and client-centered service. He spent 15 years with Morgan Stanley where he was a top trainer and earned multiple national awards as a Vice President, followed by 6 years with Wells Fargo. In 2012, he achieved the prestigious CERTIFIED FINANCIAL PLANNER® certification.

In founding W G Edwards Investments, Bill combined his deep expertise with a personal mission: to help individuals, families, and businesses grow and preserve wealth with integrity, strategic insight, and a personal touch. When hes not advising clients, Bill remains active in community and family life, carrying forward his heritage of service, leadership, and achievement.

Bill and his wife Kelly live on a farm in Cumberland County with their three children, who are gaining firsthand appreciation for hard work, stewardship, and the origins of the food we eat.

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General Information

Firm Start Year

2002

No. of Employees

CRD#

4543228

Firm CRD#

19616

Insurance License#

563430

Name of Broker/Dealer

Wells Fargo Advisors

Name of Custodial Firm

Wells Fargo Advisors

States Licensed in

VA, MD, PA, OH, CA, TX, NC, FL, SC, CT, MA, TN, MI

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

20+ Years Experience in the following areas: Certified Financial Planner Portfolio Manager Retirement Planning College Planning Financial Planning Estate Planning

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPS^®

Securities Licenses

Series 31, Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health

Firm Information

Firm's Number of Clients

1million+

Firm's Number of Planning Clients

1million+

Firm's Number of Managed Clients

1million+

Assets Managed by Firm

$1.7 trillion

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$250,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

$2500

Minimum Fee Charged for Hourly Planning Accounts

Minimum Fee Charged for Flat Fee Accounts

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Paladin Research Report For:

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