William M. Coxe Jr., CRPCTM
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. As a CRPC TM, William specializes in working with individuals and couples on short- and long-term decisions that influence the outcome of a successful retirement plan.

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 and has earned the designation of Chartered Retirement Planning CounselorTM.

Active in the Upstate SC communities, William currently serves on numerous boards, including the Poinsett Club of Greenville and the St. Andrews Society of Upper South Carolina. He is also a graduate of Leadership Greenville Class 47 and the founder of the West End Leads Club.


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