William (Billy) Roddy
Associate Wealth Advisor
William (Billy) is an Associate Wealth Advisor and is responsible for partnering with advisors to help clients meet their financial goals and ensure a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Prior to joining Beacon Pointe, Billy was a supply chain and finance manager in the automotive and automation industry. Billy earned his bachelor’s degree in Economics with a minor in Mandarin Chinese from Duke University. Outside of the office, Billy enjoys golfing, traveling, and reading eclectically.