William H. Bunch II

I am an innovative advisor who's strategy is built on education and mutual understanding with my clients. I look forward to building long-term relationships and am particularly skilled with multi-generational and tax planning. I have over 8 years of experience as an Investment Adviser.

I am a Certified Financial Planner^TM Practitioner, ID 273709. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in CFP Board’s Standards of Professional Conduct.  As a CFP® professional, I look forward to delivering holistic and nuanced advice.

I have a Bachelors in Business Administration, Finance Concentration and Psychology Minor from the University of North Carolina at Wilmington. I graduated Magna Cum Laude in 2016, was a Track and Cross Country athlete, and Captain of my teams. My wife Carly and I live in Carrboro with our dog Cece.