William Edwards

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.
2002
2-4 Employees
563430
Wells Fargo Advisors
Wells Fargo Advisors
VA, MD, PA, OH, CA, TX, NC, FL, SC, CT, MA, TN, MI
Any
8
20+ Years Experience in the following areas: Certified Financial Planner Portfolio Manager Retirement Planning College Planning Financial Planning Estate Planning
Individual Investors, Non-Profit Organizations, Businesses
Financial Planning for Individuals
Variable Life, Long Term Care, Variable Annuity, Life, Health
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Phone, Our Office, Your Home, Your Office, Video Conference
Fee-Based
250000
Based on Assets, Flat Fee, Commissions
1
$2500
0
0
1million+
1million+
1million+
$1.7 trillion
500
300
500
$250,000,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
Additional Detailed Disclosures
I have been awarded the 5 Star Wealth Manager award 12 consecutive years as announced in Richmond Magazine. This year it was featured in Fortune Magazine.
