William Yex
Relationship Manager | Wanna-Be Scratch Golfer
- Role
- Relationship Manager at Apollon Wealth Management, LLC
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About William Yex
Many skilled-trade business owners are exceptional at running & growing their businesses.They know how to solve problems on job sites, manage crews, and keep clients happy.But when it comes to their personal finances, taxes, and long-term wealth, things often end up pieced together over time and held together by duck tape.Different advisors.Different strategies.No clear plan tying it all together.And when your business is growing quickly, those gaps start to matter. You are leaving wealth on the table. Hi, I’m William Yex, CFP®.I work with skilled-trade business owners — especially in industries like HVAC, plumbing, pest control, electrical contracting, and residential construction — who have spent years building successful businesses but want to make sure their finances are keeping pace with that success.Many of the people I work with are incredibly busy running & growing their companies.Which means their financial decisions often happen reactively instead of strategically.That’s where I come in.My role is to help bring structure and coordination to the financial side of their lives by focusing on:• Strategic tax planning• Cash flow and investment optimization• Private investment opportunities for diversification• Business transition and exit planning• Long-term wealth planning for their familiesAs a CERTIFIED FINANCIAL PLANNER™ professional, I also coordinate closely with CPAs, tax attorneys, estate planning attorneys, and insurance professionals to ensure every part of a client’s financial plan is working together.Think of it as having someone help organize and build the financial framework behind years of hard work.Outside of work, you’ll usually find me on the golf course, hunting, fishing, or spending time with my wife, Juliet.If you’re a skilled-trade business owner looking to bring more clarity and coordination to your financial life, feel free to connect or send me a message.
Experience
Relationship Manager
Apollon Wealth Management, LLC
Jun 2025 — Present · Charleston, SC, US
Education
Darla Moore School of Business at the University of South Carolina
Bachelor of Business Administration - BBA, Finance, General
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