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Will Goodson Location
Winston-Salem, NC, US
Will Goodson Work
2023 -now Managing Partner @
2008 -2023 Private Wealth Financial Advisor @
2007 -2008 Relationship Manager @ TransFirst
2006 -2007 Relationship Banker @
Will Goodson Education
NC State Poole College of Management
Bachelor of Science (Business Management)
2001-2005
Woodberry Forest School 1998-2001
Summit School 1987-1998
Will Goodson Skills
401k Rollovers
Tactical Asset
Investments
Business Owner Planning
Multigenerational
Asset Allocation
Insurance
Tactical Asset Allocation
Retirement Planning
Multigenerational Wealth Planning
401k Options
Business Succession Planning
Social Impact Investment Strategies
401 Options
Will Goodson Summary
Will Goodson, based in Winston-Salem, NC, US, is currently a Managing Partner at Goodson & Nichols Financial Group. Will Goodson brings experience from previous roles at Wells Fargo Advisors, TransFirst and RBC Bank. Will Goodson holds a 2001 - 2005 Bachelor of Science in Business Management @ NC State Poole College of Management. With a robust skill set that includes 401k Rollovers, Tactical Asset, Investments, Business Owner Planning, Multigenerational and more.
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