William Lotzmann

William Lotzmann is a Senior Financial Advisor with experience at Raymond James, where William leads financial planning and analysis. Prior to this, William worked at Apex Systems (ExxonMobil) as a Strategy and Financial Planning Advisor, providing consulting services to IT organizations. William also has experience as a Business Technology Consultant at UBEO Business Services and as a Senior Financial Analyst at Booz Allen Hamilton. William graduated from Clemson University with a Bachelor's Degree in Business Management with an Accounting Minor.