William G. Beamer

Will joined Dowling & Yahnke in 2002 and became a Principal of the Firm in 2007. In addition to advising clients, Will serves as the firm’s Chief Investment Officer, overseeing all investment-and trading-related operations. In 2013 Will was named President of the Firm.

Will holds the designations of Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He has a Masters in Business Administration (MBA) degree from Harvard Business School. Will attended Duke University on a four-year Navy ROTC scholarship. At Duke, Will earned a Bachelor of Arts degree, majoring in History and graduating with honors.

Will’s prior experience includes nearly three years with Bain & Company, a management consulting firm in Boston. Prior to business school, Will spent four years in the U.S. Navy Pacific Fleet as a surface warfare officer on a Spruance-class destroyer.