Verified recordFinancial Services

Will Litchfield

Vice President, Wealth Management at Raymond James

Based in Raleigh, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Raleigh

Industry

Financial Services

Company size

19K

Contact information

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Email

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w•••••••@raymondjames.com

Phone

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Background

About Will Litchfield

Will Litchfield has spent the last 17 years providing advice and guidance in the areas of investments, retirement planning, social security planning, and estate planning. Will shares his expertise on these topics through speaking engagements and feels education is the foundation for success. Litchfield Wealth Partners of Raymond James provides unbiased comprehensive advice to families and institutions. Our goal is to educate and inform our clients on customized strategies that should be implemented today and prepare them for the challenges and uncertainties they will face tomorrow. We partner and facilitate strategies with our client’s CPAs, Attorneys, other financial professionals, and Third Party Administrators so every team member knows what their role is, and when and how to execute. This collective partnership of professionals creates your team. The Litchfield Wealth Partners Philosophy is based on understanding your unique needs, effective communication, and trust. Customer service is an essential element in achieving each of these strategic objectives and we strive to build rapport and trust by personalizing each client’s experience with our team of professionals. Will has served as the Chair on the Regional Council for the Food Bank of Central and Eastern North Carolina, and currently serves on the Board of Visitors for East Carolina University.

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