William Hamerman
VP Financial Advisor
- Role
- VP Financial Advisor at Wealth Enhancement
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About William Hamerman
Will Hamerman is a Senior Wealth Strategist for the Western and Northern regions of Wells Fargo. As part of advice & planning, Will works with clients and their other advisors to help develop customized wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. Wells Fargo and its affiliates do not offer tax or legal Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
VP Financial Advisor
Oct 2025 — Present · Lake Oswego, OR, US
Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
Education
The University of Tulsa
Master's degree, Taxation
2011
Oregon State University
B.S., Business Administration
2002 — 2006
Skills
- Charitable Trusts
- Accounting
- Cpa
- Individual Taxation of Hedge Fund Interests
- Estate Planning
- Estate Tax Planning
- Tax Returns
- Tax Accounting
- Gift Tax Planning and Reporting
- High Net Worth Individuals
- Trusts
- Tax
- Strategy
- Trust Accounting
- Wealth Management
- Charitable Giving Strategies
- Taxation of High Net Worth Individuals
- Trust Taxation
- Individual Taxation of Stock Options
- Tax Research
- Tax Law
- Estate and Trust Taxation
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