William Etheridge

Background

About William Etheridge

A passionate, proven leader and communicator through my university, sales, customer service, and financial experience. Currently working with participant’s employer-sponsored retirement accounts through Fidelity to help them explore the maximum potential of their plans. I am reigniting my passion for creating a seamless, customer-first experience for participants while delivering unmatched value along the way. I grew up in Raleigh, North Carolina where I developed a passion for investment solutions and building long lasting relationships in my community. I decided to pursue a Bachelor’s in finance through the Cameron School of Business at UNCW. My time at UNCW was filled with hard work and dedication to my personal skillset. Along the way, I developed a love for the rigor of consumer facing sales. I contributed close to dollars in revenue to my company while managing a team of sales representatives. I currently have my SIE exam finished and looking to take other investment licenses to be well suited for aiding my community in their investment/ retirement objectives.