William Green

pRESIDENT, mILLCREEK FINANCIAL CONSOULTANTS

Workshop C Speaker | You Don't Know What You Don't Know: Strategic Planning | Tuesday, June 20th

William Green works with clients throughout the country to educate them in the areas of planning, protecting, and investing. William believes that your "why" is the greatest asset to growing your personal and professional brands and he has spent years honing in on this working purpose for MillCreek Financial Consultants.
 
After quickly ascending various ladders in the banking world, William joined North Florida Financial in 2000 as a financial advisor. In 2012 he further achieved his CFP® certification. Since defining his passion to educate clients on their own wealth, William has qualified for President's Council these past three years, doubled the size of MillCreek's team, and now operates in Guardian's top 3% of planners nationally.
 
William specializes in business and estate planning - using coordination with top advisors to personalize each private wealth management plan for his clients. High net worth clients come to MillCreek Financial seeking a macroeconomic, top-tier approach to achieving their financial goals, but leave feeling the warmth and high-touch of MillCreek's dedicated team and boutique office. Each team member at MillCreek was carefully selected by William to bring his vision of financial education and business synergy to fruition.

William holds a Bachelor's degree in finance from the Florida State University College of Business.

Workshop: Entrepreneurs have two balance sheets: the business balance sheet and a personal balance sheet. But in reality both sit on top of one another because the business is an asset of the owner. Often small business owners become employees versus entrepreneurs and do not fully maximize the value of their business. The goal with succession planning is to have a protection-first philosophy while building contingencies and protections into your company's long-term goals. Learn how to plan macroeconomically, build coordinated and integrated exit strategies, and validate the cost of your transition.