William McCartney

William McCartney, CFP®
Senior Vice President Wealth Advisor Truist Bank

1105 Lake Oconee Parkway

Eatonton, GA 31024

William.McCartney@Truist.com

Phone 706-749-3031

Fax 706-485-4551

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About me

Background

Bill McCartney has over 30 years of experience in the Private Wealth and Fiduciary Services industry. In his capacity as a Wealth Advisor, Bill helps his clients protect their families and assets utilizing various Trust Strategies, while seeking to grow his clients' wealth. This approach encompasses Trust & Estate Services, Investment Management, Lending, Insurance and Concierge Banking. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation. 

Bill resides in Eatonton, Georgia (Lake Oconee) and covers the Augusta, Athens, Macon and Savannah markets.

Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

JD
Cumberland School of Law of Samford University 1992
BS, Business Administration
Auburn University 1987

Personal Interests

Bill is a Paul Harris Fellow with the Rotary Club of Greene and Putnam Counties, and is also an Elder in the Presbyterian Church in America (PCA). In his free time, he enjoys hiking, boating and golf.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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