Bill is the Founder of STRATVIEW WEALTH MANAGEMENT. He harnesses over 30 years of experience, industry-recognized expertise, a differentiated advanced planning toolkit, and an elite team dedicated to delivering a premium client experience. As a Private Wealth Advisor, Bill specializes in designing highly customized wealth strategies that maximize financial legacies for established business owners, families, professionals and entrepreneurs.

Bill’s authentic and proven approach to comprehensive wealth planning has been recognized by leading sources within the financial services industry. His recent accolades include:

• Forbes Best-In-State Wealth Advisors
• Forbes Best-In-State Top Financial Security Professionals
• Northwestern Mutual Forum
• Million Dollar Round Table Life Member

Across time, Bill has thoughtfully assembled a highly credentialed team that shares a sincere commitment to delivering precise and insightful guidance. Thanks to enduring client relationships and industry-leading capabilities, STRATVIEW has collectively evolved into a national planning practice with client presence in over 40 states.

STRATVIEW is recognized as part of the Northwestern Mutual Private Client Group, an exclusive community of advisors and firms within the Northwestern Mutual family that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for high-net-worth clients. Critical to STRATVIEW’s role as a fiduciary to investment advisory clients, the team’s relationship with Northwestern Mutual provides robust infrastructure while preserving its ability as an independent team to select the best wealth management tools and products for unique planning needs.

In addition to guiding STRATVIEW’s strategic mission, Bill also shares innovative perspectives through multimedia thought leadership such as speaking engagements and television interviews discussing relevant financial topics.

Bill holds the Certified Private Wealth Advisor® professional certification, the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Life Underwriter® and the Chartered Financial Consultant® designation. Additionally, Bill holds the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils as well as the Chartered Advisor In Philanthropy® designation. Bill graduated from Randolph-Macon College with a degree in Business and Economics. He maintains his FINRA Series 6, 63, 65 and 7 registrations and his Life, Annuities and Health Insurance License.

FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2023), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 6/30/2022.

FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2022). RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON DATA AS OF 12/31/2021. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.

Learn more about Bill's Professional Designations

As STRATVIEW’s Director of Investments, John chairs the Investment Committee and guides its portfolio construction, asset allocation, and investment selection processes. He also leads the team’s dynamic research efforts to blend a deep knowledge of the ever-evolving financial market landscape with advanced portfolio management techniques. With these insights, John provides proactive guidance to synchronize customized investment strategies with our clients’ comprehensive wealth management strategies.

Before joining Stratview in 2022, John was a member of PNC Asset Management Group’s Investment Strategy team, which was responsible for developing financial market views and transforming them into strategic and tactical asset allocations in client portfolios. On this team, John helped craft and implement the firm’s investment philosophy and process, authored or co-authored periodic thought leadership publications and helped drive a number of alternative investment initiatives. In addition, John collaborated frequently with PNC’s Advantage Equity team before joining full-time as an Equity Research Analyst.

John graduated with a BA in Economics from The University of Virginia and a MS in Commerce-Finance from The University of Virginia McIntire School of Commerce. He holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations and maintains his FINRA Series 7 and Series 63 registrations.

Outside of work, John enjoys spending time with his friends and family, playing golf, and reading.

Learn more about John's Professional Designations

As a Financial Planning Specialist, Sandy oversees insurance strategies and provides proactive support throughout the onboarding, underwriting, policy delivery and review processes. Sandy enjoys connecting with clients to discover fresh opportunities to strengthen their insurance planning and ensure a highly proficient and cohesive STRATVIEW experience.

Sandy joined the STRATVIEW team in 2016. She holds her Life, Annuities and Health Insurance License, as well as her Long-Term Care Insurance license and SIE, 6 and 63 licenses.

Sandy enjoys the beach, boating, barre, and yoga classes. She is a member of the Tuckahoe Women’s Club. Sandy resides in Richmond, Virginia with her husband and two daughters.

As an Associate Private Wealth Advisor, Phil provides essential guidance regarding the implementation of our asset-management initiatives, conducts investment analyses, and facilitates projects to maximize the value of our clients’ comprehensive financial planning. He enjoys meeting and working with clients to create custom wealth strategies and deepen our valued client relationships.

Phil joined the STRATVIEW team in 2019. Phil graduated from Virginia Polytechnic Institute and State University with a degree in Finance. Phil holds his RICP® designation and maintains his Life, Annuities and Health Insurance License, as well as his FINRA SIE and Series 7 and 66 registrations.

Outside of work, Phil enjoys spending time with family, attending Virginia Tech football games, and exploring new restaurants.

As an Associate Private Wealth Advisor, Charlie provides key analysis and insights that shape our client’s dynamic financial plans. He enjoys meeting with STRATVIEW’S long-term and future clients, crafting and implementing goal-oriented blueprints for financial success, and fostering relationships with local organizations.

Charlie joined the STRATVIEW team in 2022. He graduated from The University of Richmond, where he studied Business Administration with dual concentrations in Management Consulting and Business Analytics. Charlie holds his Life, Annuities, and Health Insurance License, as well as his SIE and his Series 63 and 7 registrations.

Outside of work, Charlie enjoys playing golf, exercising, barbecuing with friends and family, and attending various sporting events and concerts.

As an Operations Associate, Scherrie provides expertise for critical functions across STRATVIEW’s comprehensive array of wealth services. She combines her knowledge and proactive approach to enhance the firm’s core processes and ensure the highest level of client experience.

Scherrie joined STRATVIEW in 2023. She graduated from St. Paul's College with a degree in Business Management with a concentration in Management Information Systems. Scherrie holds her Life, Annuities, and Health Insurance License, as well as her SIE registration.

Scherrie enjoys spending time with family and her sorority sisters of Delta Sigma Theta Sorority, Inc. She is an avid softball fan and is passionate about cooking and grilling.

As a Financial Planning Analyst, Charlie directly supports the core processes that underpin STRATVIEW’s cohesive approach to designing highly customized wealth strategies. Whether conducting financial planning analysis or building relationships with new clients, Charlie’s dynamic skillset bolsters the team’s broad capabilities.
 
Charlie joined the STRATVIEW team in 2024. He graduated from The University of Richmond, where he studied Business Administration with dual concentrations in Finance and Economics. Charlie holds his Life, Annuities and Health Insurance License, as well as his SIE and his Series 63 and 7 registrations.
 
Outside of work, Charlie enjoys playing golf, grilling, watching the Baltimore Ravens, and spending time with his family.