William (“Will”) M. Biles serves as Vice President for Highland Capital Brokerage. With over 30 years of experience in the financial services industry, Will’s specialties include qualified planning utilizing defined benefit plans, wealth transfer techniques using qualified and non-qualified asset strategies, and business succession planning.
Prior to joining Highland Capital Brokerage, Will ran his own managing general agency for Travelers/Citigroup to include life insurance brokerage, group health brokerage, securities marketing and management, and pension administration and management to about 300 agents and registered representatives throughout the Carolinas. Will’s focus over the last several years has been to support private wealth and sports and entertainment teams throughout the country in their effort to address risk management in their financial planning process. As a CFP®, Will adds a unique perspective to the risk management discussion, and how to structure these strategies as a cohesive part of the overall plan. Will has also had great success working with accounting firms that cater to the high-net-worth private wealth and family office clientele.
Will is a proud veteran of the United States Marine Corps. He earned a Bachelor of Science from Southern Illinois University and a Master of Science in Business Administration from Boston University. He holds a CFP® designation, and life, accident and health, and long-term care licenses. He also holds Series 6, Series 7, and Series 66 securities licenses.
Will and his wife Donna live in Charlotte, North Carolina.
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