William McClanahan Email & Phone Number
Financial Advisor @ Consolidated Planning, Inc.
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William McClanahan Location
- Charlotte, NC, US
William McClanahan Work
- Financial Advisor @ (February 2021 - Present)
- Financial Advisor @ (June 2019 - February 2021)
- TRUST and FIDUCIARY COMPLIANCE OFFICER @ (August 2016 - May 2019)
- VICE PRESIDENT and TRUST ADVISOR @ (April 2012 - August 2016)
- Trust Administrator @ (July 2010 - April 2012)
- ASSISTANT VICE PRESIDENT and TRUST ADMINISTRATIVE OFFICER II @ (January 2007 - July 2010)
- Trust Intern @ (June 2006 - December 2006)
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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