Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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William "Billy" Hicks, CFP

Senior Vice President–Wealth Management

During the 1990's I had the privilege of running my family's sign manufacturing business.  In 2002, after the successful sell of the company, I began my career in the financial industry.  I have managed client assets through several market cycles including the dot-com bubble and the "Great Recession".  When it comes to providing our clients with relevant, insightful advice, we take nothing at face value - whether it's the latest market "wisdom" or modern portfolio theory.  For our clients, our difference is the depth of independent thinking and the willingness to question on your behalf. 

I have a BA degree in History and a BS degree in Finance, both from the University of Tennessee.  I am FINRA registered and hold Series 7, 66, 31 securities licenses as well as licenses for life insurance and variable annuities.  My wife is a teacher at Christian Academy of Knoxville and we have two boys.  I am an avid runner and cyclist and enjoy competing in marathons.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WI

Education

  • Bachelor of Arts in History, University of Tennessee
  • Bachelor of Science in Finance, University of Tennessee

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
800 South Gay Street
Suite 2600
Knoxville, TN 37929
  • (865) 329-1288

Email Me

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