CONSORTIUM MEMBER SINCE 2015

William H Black


WHB Wealth Management Group, LLC
3006 Heritage Road, Suite C
Milledgeville GA 31061

Phone  |  478-414-1004
Fax  |  478-414-1006
E-mail  |  william.black@lpl.com
Website  |  http://www.whbwealth.com/


Member Profile

Client Vision

William is a CERTIFIED TRUST AND FINANCIAL ADVISOR who has been serving clients for more than 23 years. As the owner and president of WHB Wealth Management Group, he works closely with clients to understand their financial goals and objectives. William has a genuine desire to know each client personally, as he designs a financial plan that best fits his or her lifestyle. His clients consist of retirees, pre-retirement clients, business owners and professionals.


Areas of Expertise

 

  • Financial I Retirement Planning
  • Estate planning

Education/Certification

 

  • BBA with a major in economics, minor in finance- Georgia College and State University

Outside The Office

When he is not busy working with clients, William is very active as a deacon and a Sunday School teacher at Crossroads Baptist Church. William also volunteers with 30-30 Ministries, a youth hunting and fishing ministry. William married his wife Vicky in 1992, and they have two children, Christian and Tori. Vicky works as a special education teacher and leads a children's Sunday School class at their church.



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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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