J. William Edwards, CFP®

J. William Edwards, CFP®, has a diverse background in the finance industry. J. William began their career in 2012 as an intern at Southern Community Bank, where they gained valuable experience in the banking sector. Following this, they worked as an Information Analyst at United Bank for a year.

In 2013, Edwards took on the role of CFO at First Movers, a student-run business. As CFO, they were responsible for overseeing financial decisions and managing the company's budget and transactions. J. William also gained experience in negotiating contracts with third-party vendors and handling tax filings.

Edwards further expanded their knowledge and skills by working as an intern at PCE ● Investment Banking ● ESOP ● Valuation ● Advisory in 2014. During this time, they gained valuable insights into investment banking and assisted with various tasks.

In 2014, Edwards joined Rollins College as a Graduate Assistant in Finance. In this role, they not only reviewed and edited academic books on finance-related topics but also managed the finance lab, providing assistance to other graduate students.

Continuing their career progression, Edwards joined Merrill Lynch in 2015 as a Financial Advisor. J. William excelled in this role, leading to their promotion to Assistant Vice President, Wealth Management Advisor in 2020.

Currently, Edwards is working at United Bank Corporation as a Banking Analyst. In 2023, they transitioned to the role of Commercial Lender at the same company.

Overall, J. William Edwards, CFP®, possesses a strong background in finance, with experience in commercial lending, banking analysis, wealth management, and financial advising.

J. William Edwards, CFP®, earned their Bachelor of Arts (BA) degree in Economics and Business from The University of the South, where they studied from 2008 to 2012. Following this, they pursued further education at the Crummer Graduate School of Business at Rollins College. From 2013 to 2015, they obtained their Master of Business Administration (MBA) degree, specializing in Entrepreneurship and Finance.