Bill McNeer

Vice President, Wealth Advisor

Areas of Expertise

Tax Strategies

Equity Compensation

Retirement Planning

Estate Planning

Life Insurance

Qualifications & Experience

BS in Economics
CFP® Professional
Accredited Investment Fiduciary®
Certified in Long-Term Care®

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Charleston, SC

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Words to Live By

Honesty Integrity Transparency

Client Experience Professionals

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Team Members

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About

Bill is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years of experience helping individuals and business owners navigate complex financial decisions with clarity and confidence. Bill focuses his practice on comprehensive financial planning for high-net-worth individuals and small business owners, with an emphasis on tax-efficient retirement planning. He also works closely with individuals navigating divorce, offering guidance around the equitable distribution of marital assets.

Bill holds a BS in Economics and is committed to upholding the rigorous ethical standards of the CFP® designation. Passionate about financial education, Bill has taught continuing education courses at local community colleges and previously served as Vice President on the board of CareNet Counseling, a nonprofit affiliated with Wake Forest Baptist Health.

Originally from New Jersey, Bill has proudly called North Carolina home for more than 40 years. Outside of work, he enjoys bodybuilding, golf, reading, and cheering on Notre Dame Football. He has been happily married for over 24 years and is the proud father of three children and a grandchild.