CSA Locator - Find A Certified Senior Advisor
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William Crews

Certified since 2023-12-06
Phone: 910-448-1443
Location: 1001 Military Cutoff Rd
Wilmington, North Carolina 28405
Will Crews Headshot 1
Main Industry:
Financial Services
Specialty:
Business Services, Daily Money Management, Estate Planning Services, Financial Services
Description of Services:

At D.A. Davidson we assist our clients with Estate, Trust and Financial planning tailored to meet their goals for their retirement and the success of their families. While we manage our client's investments, we also help to manage family dynamics to assist in creating harmony and preparation for life events.

Biographical Information:

William has 17 years of experience in Estate & Trust planning and administration. Previously, he’s had a progressive career as a Trust Advisor, Senior Trust Manager and as a Director of Privately Held investments. He holds a bachelor’s degree from UNC at Wilmington and a Master’s degree in Trust & Wealth Management from Campbell University as well as the Certified Senior Advisor, Certified Trust & Fiduciary Advisor and Accredited Wealth Management Advisor designations.

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