David Will

Background

About David Will

I serve as a financial advisor at CAPTRUST, an employee-owned, independent investment research and fee-based advisory firm. I specialize in providing retirement plan consulting and investment advisory services to clients nationwide. I am a part of the CAPTRUST Allentown team, located in Pennsylvania’s Lehigh Valley. Together, the team serves both qualified and non-qualified retirement plan committees, sponsors, and participants at public and private corporations and higher education institutions. The team also specializes in endowment and foundation asset management. I have earned the right to use the CFA designation which is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. I am also certified as an Accredited Investment Fiduciary (AIF®) by the Center for Fiduciary Studies. I have significant experience advising defined contribution, defined benefit, non-qualified deferred compensation and endowment and foundation clients in the areas of fiduciary process management, governance and investments. The CAPTRUST Allentown team has been recognized on a number of industry lists, including the Financial Times Top 401 Advisors and the National Association of Plan Advisors (NAPA) Top DC Advisor Teams lists. The team has also earned the distinguished honor of being ranked on the Barron’s list of Top 50 Institutional Consultants. I am a graduate of St. John Fisher College in Rochester, New York, where I earned a BS in economics with a concentration in finance. Strategic Advisor Group is a division of CAPTRUST, is independently operated, and is a Member Firm of M Financial Group. Investment Advisory Services are offered through CAPTRUST, a Registered Investment Adviser. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.