William Traylor Email & Phone Number
Senior Wealth Advisor @ Mariner Wealth Advisors
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William Traylor Location
- Chicago, IL, US
William Traylor Work
- 2024 -now Senior Wealth Advisor @
- 2019 -2023 Wealth Advisor @
- 2015 -2018 Wealth Manager @
- 2010 -2013 Partner @ Webstar Interactive Inc.
- 2008 -2009 Wealth Management Intern @
- 2007 -2007 Tax Accounting Intern @
- 2005 -2006 Assistant Broker @
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 2 emails and 1 mobile phone numbers on RocketReach.
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