William F. Laird, Jr. CFP<sup>&reg;</sup> - Financial Advisor

William F. Laird, Jr. CFP®

CFA

Riverside Wealth Partners

501 Riverside Ave, Ste 901
Jacksonville, FL 32202
FINANCIAL ADVISOR'S WEBSITE
(904) 590-1650

General

William Laird is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Riverside Wealth Partners in Jacksonville, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources