Will Steih, Financial Advisor and CPA:
Will has the unique credentials of being a securities licensed Financial Advisor while also licensed as a Certified Public Accountant (CPA). With over 25 years of experience in the Financial Services Industry, Will is an advisor focusing on Advanced Planning Concepts for Business Owners, Tax Planning, Qualified Retirement Plan Design, Implementation and Participant Education. Will also works hand in hand with high net-worth business owners and individuals to coordinate their Wealth Management and Financial Planning.
Will’s approach to these services begins with building a strong relationship with his clients by understanding their concerns, liabilities, and knowledge of retirement plans and investing in general. There are many factors to consider when determining what make a retirement plan successful. The end result is to have every participant retiring with adequate savings and education in order to enjoy their retirement.
He is a graduate of the University of Georgia and holds his FINRA series 65 registration, as well as his Life and Health insurance licenses in multiple states.
Will is active in his church and is the Board Treasurer of Discovery Place. He enjoys sports, coaching, mentoring, and spending time with his beautiful wife and family.
2550 Meridian Boulevard, Suite 250
Franklin, Tennessee 37067
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