William Poats

William G. Poats, CFP®
Assistant Vice President Financial Advisor Truist Investment Services, Inc.
The Vaden-Madden-Waterworth-Poats Team of Truist Investment Services, Inc.

810 Main St

Suite 100,

Lynchburg, VA 24504-1532

About me

Background

Will Poats turned his passion for the markets into a profession when he joined Truist in 2016. As a CERTIFIED FINANCIAL PLANNERTM professional, Will helps clients by following a three-step process: 1) create a financial plan consistent with the client's objectives, 2) personalize investments to help address goals, and 3) deliver timely advice to make informed investment decisions.

Prior to joining Truist, Will worked for the Corporate Executive Board in Washington, D.C., where he consulted Fortune 500 companies on investor relations and communication strategies. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science, Finance and International Business
University of South Carolina 2012

Personal Interests

Will is involved in the Lynchburg community and currently serves on the board of two local non-profits: Jubilee Family Development Center and Miriam’s House. Will and his wife, Kate, have two children. In his free time, Will enjoys being outdoors with his family, golf, and pickleball. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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