William serves as a Research Associate. He joined the firm two months before graduating from the University of Nevada, Las Vegas, with a finance major. In college, he was the Director of Philanthropy and the Assistant Treasurer of the Financial Management Association. He was also a part of the First-Generation Club, Real Estate Club, and UNLVolunteers.
In his free time, William enjoys playing basketball competitively, hiking, and spending time with family and friends. William is married to his wife, Rhoda, and has one daughter, Taylor.
The Wealth Consulting Group (WCG) is a marketing name for an OSJ of LPL Financial that supports independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through WCG, Adam Weiner has access to additional resources to support him, such as administrative support and investment research. WCG and Freedom Financial Team are separate entities from LPL financial.