Get to know William Poindexter

William is a graduate of Franklin University, where he earned his bachelor’s degree in Financial Management. William has 27 years in the financial services and insurance industry.

William focuses on assisting families in creating a strong financial lifestyle and strengthen businesses and business owners’ current financial condition and outlook.  He uses a comprehensive financial planning approach towards serving his clients, as well as a holistic view of the family or businesses to chart a path toward financial wellness.

For fun, he enjoys his involvement in charitable work at The Urban and Shelley Meyer Fund for Cancer Research. He is Board Member for Short North Alliance, a Certified Tourism Ambassador, and an Avid Buckeye fan.

William is an Accredited Wealth Management Advisor (AWMA®). He holds his FINRA Series 6, 7, 63, & 65 securities registrations, as well as his Life & Health Insurance License.

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