St. Louis, MO – January 2, 2024 – Parkwoods Wealth Partners, a leading independent wealth management firm, is excited to announce its strategic expansion into Nashville with the addition of William Braddy III, CFP, as Senior Wealth Advisor and head of its Nashville office. William's arrival strengthens Parkwoods' commitment to providing personalized wealth management services in Nashville and surrounding areas.
With over 30 years of financial experience, William brings a wealth of expertise and a reputation for cultivating deep, trusted relationships with his clients. Known for his ability to craft tailored solutions for individuals, families, non-profits, and businesses, William will focus on providing comprehensive financial planning services, including investment management, retirement strategies, estate planning, and advanced 401(k) planning.
Building on a Strong Relationship
Chris Gardner, Head of Advisory Services at Parkwoods, expressed confidence in William’s abilities: “William’s skill in marrying sophisticated wealth management solutions with a genuine commitment to nurturing long-term client relationships is remarkable. His deep planning expertise will undoubtedly continue to have a lasting positive impact on clients in Nashville and beyond.”
Al Sears, CEO of Parkwoods Wealth Partners, added, “I’ve had the pleasure of working with William for years, going back to our time together at BAM/Buckingham. His dedication to improving his clients’ financial situations stood out to me then and continues to do so today. I’m thrilled that William has chosen Parkwoods for this next chapter in his career.”
A Shared Vision
William emphasized the alignment of values between himself and Parkwoods. “We have a history of trust and understanding,” he said. “I know this team and where their hearts are. Parkwoods puts clients first, which made my decision an easy one. Doing what’s right for my clients is my focus every day, and Parkwoods shares that same commitment.”
As a Senior Wealth Advisor, William will leverage his extensive knowledge to work closely with the broader Parkwoods team, ensuring a holistic approach to wealth management for each client. His addition signals Parkwoods’ ongoing growth and dedication to delivering exceptional service and expert guidance.
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