Crpc® William Moir

William Moir, CFP®, CRPC® is a Financial Planning Specialist at Cassaday & Company, Inc. since November 2022, and previously worked at Bogart Wealth as a Client Services Associate from February 2022 to November 2022. Prior to that, experience includes positions at Merrill Lynch as an ADP Financial Solutions Advisor I, Financial Advisor, and Small Business Loan Officer during a temporary role related to the CARES Act from March 2020 to January 2022. In this capacity, William Moir adapted quickly to the pandemic's challenges, conducting quality assurance audits on Paycheck Protection Program Loans and performing diverse functions in a fast-paced environment. William Moir studied at Mount St. Mary's University from 2018 to 2019.