Experience, honesty and availability are important qualities to look for in a financial advisor. It’s been my pleasure to apply these traits since 1988 to help my clients achieve their financial goals. These goals can vary throughout our lifetime, so I invest heavily in learning about my clients' needs and preferences. I value the trust they place in me and do my best to provide sound financial advice within each client’s comfort level.
My investment philosophy is centered on patient, thoughtful investing for long-term success. I know the importance of taking a holistic approach; including planning for retirement, planning your estate and tax considerations. I will work with your network of attorneys and accountants as I develop a strategy to help you reach your financial goals.
I opened Franklin’s first branch of Edward Jones Investments in 1988 and became a limited partner with the firm in 1995. I hold the CFP® professional designation from the Certified Financial Planner Board of Standards Inc. I also hold a Bachelor of Science in business administration with a concentration in finance. I moved to North Carolina from Florida in 1985 to attend Western Carolina University. It was at WCU that I met my wife, Becky, a Western North Carolina native. Our love of the mountains and the people who live here led us to choose Franklin as the place we would raise our two children.
Our branch team is lead by my senior branch office administrator, Loree Roberts, who has been with Edward Jones Investments since 2003 and brings a wealth of personalized service to each client. We are a seasoned team with more than 50 years of experience helping investors reach their goals. I serve as a partner and mentor to our clients, guiding them through life events and investment decisions so they can have confidence in their future.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Office Address411 Georgia Road
Franklin, NC 28734 opens in a new window
Phone NumberWilliam P Barr at (828) 524-2333
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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