Bill Schultz, CFP®, is currently a Senior Vice President and Premier Regional Director at Truist, a position they have held since 2021. Previously, they served in various roles in the financial services industry, including First Vice President at Wells Fargo Advisors from 2018 to 2021, and Guidance Sales Manager at TD Ameritrade from 2016 to 2018. Bill began their career as a Financial Advisor at ING Financial Partners in 2010 and later worked as a Financial Solutions Advisor at Bank of America Merrill Lynch. Bill is currently pursuing a Master of Business Administration (MBA) at West Chester University of Pennsylvania, expected to graduate in 2024.
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