Will Bailey

About Will Bailey

I learned about work, responsibility, and trust on a farm in the rolling hills of East Tennessee.By the time I was five, my dad had me mowing the yard. A few years later I was driving tractors and baling hay after school alongside my dad and grandfather. Farm life teaches you quickly that consistency matters, humility matters, and trust is earned through showing up and doing the work.Those lessons still guide how I serve clients today.My career began in accounting and finance, where I spent more than 20 years in public accounting and corporate finance, eventually serving as a CFO. During that time I helped organizations navigate complex financial decisions, manage risk, and build strategic plans while balancing long term goals with real world pressures.That experience shaped the way I think about financial advice. Families face many of the same challenges as businesses: competing priorities, big decisions, and a desire to make wise choices for the future.Today, as a Partner at LifeWorth Financial, I help families bring clarity and confidence to the decisions that shape their lives, their legacies, and their long term financial well being.Our work centers on four core areas:• Customized wealth planning tailored to each family’s goals and values• Advanced portfolio management built on disciplined, evidence based strategies• Tax efficient planning informed by deep technical expertise• Estate and multigenerational planning designed to prepare families for the futureOutside of the office, I’m a husband, father, lifelong Scout, and avid adventurer. Whether I’m climbing mountains, backpacking with my family, or mentoring young people, I’m reminded that growth, resilience, and clarity of purpose matter just as much in life as they do in financial planning.At the heart of our work is a simple belief:Families deserve a partner who listens deeply, plans thoughtfully, and helps them move forward with confidence today and for generations to come.You can learn more about me, my team and our work at lifeworthfinancial.comDisclosures:

Experience

1. Partner and Private Wealth Advisor at Lifeworth Financial

   Lifeworth Financial

   Jan 2019 — Present · Charlotte, NC, US

   Our mission at LifeWorth Financial is to partner with our clients as they take responsibility for their financial lives, becoming true stewards of their wealth as they create lasting legacy.Our services include but are not limited to: Fee-based Financial Planning Retirement Income Planning & Strategy Business Transition Planning Executive Benefit Plan Design Strategic Wealth Management & Transfer Solutions Risk Management Audit & Strategy

Education

• University of Tennessee-Knoxville - College of Business Administration

  BS, Accounting

  1995 — 1999

Skills

• Auditing
• Accounting
• Finance
• Financial Reporting
• Internal Audit
• Cash Management
• Financial Analysis
• Financial Accounting
• Sarbanes-Oxley Act
• Us Gaap
• Sec Filings
• Internal Controls
• General Ledger
• Sarbanes-Oxley
• Cpa
• Forecasting
• Financial Modeling
• Strategic Financial Planning
• Management