Will Litchfield

About Will Litchfield

Will Litchfield has spent the last 17 years providing advice and guidance in the areas of investments, retirement planning, social security planning, and estate planning. Will shares his expertise on these topics through speaking engagements and feels education is the foundation for success. Litchfield Wealth Partners of Raymond James provides unbiased comprehensive advice to families and institutions. Our goal is to educate and inform our clients on customized strategies that should be implemented today and prepare them for the challenges and uncertainties they will face tomorrow. We partner and facilitate strategies with our client’s CPAs, Attorneys, other financial professionals, and Third Party Administrators so every team member knows what their role is, and when and how to execute. This collective partnership of professionals creates your team. The Litchfield Wealth Partners Philosophy is based on understanding your unique needs, effective communication, and trust. Customer service is an essential element in achieving each of these strategic objectives and we strive to build rapport and trust by personalizing each client’s experience with our team of professionals.Will has served as the Chair on the Regional Council for the Food Bank of Central and Eastern North Carolina, and currently serves on the Board of Visitors for East Carolina University.

Experience

1. Vice President, Wealth Management

   Raymond James

   Jan 2009 — Present

   We provide comprehensive financial advice to individuals and families that includes investment council, financial planning, risk management, tax strategies, and estate planning. We also work with institutions to advise and construct retirement plans that fit the needs of company leadership and employees. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James officer for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC

Education

• East Carolina University

  BSBA

  1998 — 2002