William Davis

About William Davis

As a Private Wealth Advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Whether you\'re looking for investment strategies, retirement income, funding for your child\'s education, or estate or tax planning strategies, we\'ll work with you on your terms. We offer a broad range of financial products and services. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours. I am licensed and registered to conduct business in IN.Based on licenses and registrations I hold, I may also conduct business in KY, FL, MI, IL, GA, MN, MA, VA, TX, and MD.

Experience

1. Private Wealth Advisor

   Hilltop Wealth & Tax Solutions

   Jan 2010 — Present · Mishawaka, IN, US

   Smart Advice. Clearly. Simply. Hilltop Wealth Solutions is the smart choice if you are looking for help with your financial life, whether you’re based in North Central Indiana, Metro Detroit or anywhere else in the country. Maybe you have questions about investments, planning for college, managing your 401(k), estate planning or retirement. Or perhaps you just want a second opinion. Whatever your need, you can count on us for smart advice – delivered clearly and simply. Learn more at

Education

• Lake Forest College

  Bachelor of Arts - BA, Psychology

  1977 — 1981

Skills

• Business Planning
• Community Service
• Risk Management
• Education Planning
• Ethical Character