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.
Billy received a BA degree in History and a BS degree in Finance, both from the University of Tennessee. He is FINRA registered and holds Series 7, 66, 31 securities licenses as well as licenses for life insurance and variable annuities. Billy received his CERTIFIED FINANCIAL PLANNER®™ (CFP®) certification, which is a formal designation awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® is a financial planner who possesses one of the most rigorous certifications for financial planning knowledge and can help individuals in a variety of areas in managing their finances.
Billy and his wife, Rachel, live in Knoxville and enjoy traveling, hiking in the mountains, reading and engaging with their community. Outside the office, Billy is an avid endurance athlete and enjoys road racing for his local team and competing in marathons.
Education
Credentials
Let's connect
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.
Billy received a BA degree in History and a BS degree in Finance, both from the University of Tennessee. He is FINRA registered and holds Series 7, 66, 31 securities licenses as well as licenses for life insurance and variable annuities. Billy received his CERTIFIED FINANCIAL PLANNER®™ (CFP®) certification, which is a formal designation awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® is a financial planner who possesses one of the most rigorous certifications for financial planning knowledge and can help individuals in a variety of areas in managing their finances.
Billy and his wife, Rachel, live in Knoxville and enjoy traveling, hiking in the mountains, reading and engaging with their community. Outside the office, Billy is an avid endurance athlete and enjoys road racing for his local team and competing in marathons.
Education
Credentials
Let's connect
Client Associate
I am excited to be a part of the Black Gold Wealth Management team as a Client Associate. I graduated from the University of Florida with a BA in Economics. After living in Florida several years, I am thrilled to now be in Knoxville, TN. I look forward to getting to know each client and personalizing their experience, while pursuing registration with FINRA. I passed my Series 7 licensing exam in August of 2025.
In May 2025, I married my best friend Max, and we enjoy spending time exploring the mountains and finding things to do in Knoxville. Outside of the office, I sing and play the piano in my church band, ride horses, and paint landscapes. Max and I also love to spend time with our cat, Lucy.
Education
Client Associate
I am excited to be a part of the Black Gold Wealth Management team as a Client Associate. I graduated from the University of Florida with a BA in Economics. After living in Florida several years, I am thrilled to now be in Knoxville, TN. I look forward to getting to know each client and personalizing their experience, while pursuing registration with FINRA. I passed my Series 7 licensing exam in August of 2025.
In May 2025, I married my best friend Max, and we enjoy spending time exploring the mountains and finding things to do in Knoxville. Outside of the office, I sing and play the piano in my church band, ride horses, and paint landscapes. Max and I also love to spend time with our cat, Lucy.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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