William McClanahan Email & Phone Number
Financial Advisor @ Consolidated Planning, Inc.
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William McClanahan Location
- Charlotte, NC, US
William McClanahan Work
- 2021 -now Financial Advisor @
- 2019 -2021 Financial Advisor @
- 2016 -2019 TRUST and FIDUCIARY COMPLIANCE OFFICER @
- 2012 -2016 VICE PRESIDENT and TRUST ADVISOR @
- 2010 -2012 Trust Administrator @
- 2007 -2010 ASSISTANT VICE PRESIDENT and TRUST ADMINISTRATIVE OFFICER II @
- 2006 -2006 Trust Intern @
William McClanahan Education
- Campbell University
Trust Management (Financial Planning)
2002-2006
William McClanahan Summary
- William McClanahan, based in Charlotte, NC, US, is currently a Financial Advisor at Consolidated Planning, Inc.. William McClanahan brings experience from previous roles at VALIC, TIAA Bank, SunTrust and Wells Fargo. William McClanahan holds a 2002 - 2006 Trust Management in Financial Planning @ Campbell University. William McClanahan has 1 emails and 2 mobile phone numbers on RocketReach.
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