William Traylor Location
Chicago, IL, US
William Traylor Work
- 2024 - now Senior Wealth Advisor @ Mariner Wealth Advisors
- 2019 - 2023 Wealth Advisor @ Mariner Wealth Advisors
- 2015 - 2018 Wealth Manager @ OFM Wealth
- 2010 - 2013 Partner @ Webstar Interactive Inc.
- 2008 - 2009 Wealth Management Intern @ Mattson Financial Services
- 2007 - 2007 Tax Accounting Intern @ Valaris Limited
- 2005 - 2006 Assistant Broker @ Choice! Energy Services
William Traylor Education
- Kansas State University
Personal Financial Planning Graduate Certificate
2014 - 2015 - Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA) (Finance, General)
2006 - 2009
William Traylor Summary
William Traylor, based in Chicago, IL, US, is currently a Senior Wealth Advisor at Mariner Wealth Advisors. William Traylor brings experience from previous roles at Mariner Wealth Advisors, OFM Wealth, Webstar Interactive Inc. and Mattson Financial Services. William Traylor holds a 2014 - 2015 Personal Financial Planning Graduate Certificate @ Kansas State University. William Traylor has 1 emails on RocketReach.
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