William Raymond White

Naples, FL United States

Managing Director, Senior Portfolio Manager, Wealth Management Advisor

Finance / Banking / Insurance

William Raymond White is a longtime Chicago Wealth Management Advisor. He is a Managing Director at Stifel Financial, providing clients with customized service along with his team, The WRW Wealth Management Group. As a Portfolio Manager, he delivers portfolio strategies designed to ensure that clients comfortably meet retirement and legacy goals. William White’s tax-advantaged approach to investment and estate planning spans a number of creative pathways, including alternative investments.