Focus Partners Wealth
William Thum is an Associate Wealth Advisor at Focus Partners Wealth since June 2024, offering comprehensive financial management services to clients. Previously, Thum held the position of Associate Wealth Advisor at Buckingham Strategic Wealth from May 2011 to January 2025, where expertise in client-centric wealth management was developed. Early career experiences include roles as Portfolio Manager, Client Relationship Specialist, and Client Relationship Assistant, as well as an internship at Merrill Lynch in 2010. Additional internships at the Better Business Bureau and AT&T provided valuable insights into business operations and client relations. Thum earned a B.A. in Economics from Wake Forest University in 2010.
This person is not in any teams
This person is not in any offices
Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.