William Rainwater
Financial Advisor @ United Brokerage Services, Inc. | CERTIFIED FINANCIAL PLANNER™
- Role
- Vice President, Virtual Premier Advisor at Truist
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About William Rainwater
With nearly a decade of experience in financial advising, currently working as a Financial Advisor at United Brokerage Services, Inc, contributing to tailored wealth strategies and client relationship management. Previously held senior roles at Truist and Vanguard, partnering with high-net-worth and mass affluent clients to deliver personalized financial solutions. Skilled in wealth planning, client engagement, and delivering trusted guidance, they are committed to empowering clients with financial confidence and security. Passionate about fostering collaborative relationships, they align with organizational goals to ensure exceptional client experiences.
Experience
Vice President, Virtual Premier Advisor
Oct 2024 — Present · Charlotte, NC, US
Education
University of South Carolina
Bachelor of Science (BS), Sport and Entertainment Management
2009 — 2013
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