Our Team

William M. Coxe Jr.

Private Client Advisor

The real key to making money in stocks is not to get scared out of them. – Peter Lynch


In his role as a Private Client Advisor, William provides personalized client service to high net worth individuals, corporations, endowments, and foundations.  He works one-on-one with his clients on financial and estate planning, asset allocation, and assisting his clients’ understanding of the capital markets.


Now making Greenville his home, William works throughout the state to visit and serve his clients.  After receiving his B.A. from the University of South Carolina, he worked as a financial consultant with Robinson-Humphrey/Smith Barney Company in Charleston, SC, where he was recognized as a Second Vice President.  William received his M.B.A. in finance from the Darla Moore School of Business at the University of South Carolina.


Active in the Upstate SC communities, William has been selected for the 2020-21 Leadership Greenville Class 47. William serves as a Board member of the Greenville Zoo Foundation and Anderson Interfaith Ministries, the Bon Secours St. Francis Forum, and is a founder of the West End Leads Club.



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