William Gates, CFP®
Wealth Advisor

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William is a Wealth Advisor based in Beacon Pointe’s Memphis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. William has worked as an advisor since 2006 and previously worked with Legacy Wealth Management and Delta Asset Management. William is a CERTIFIED FINANCIAL PLANNER® (CFP®) and graduated from the University of Mississippi, earning his International Studies and Managerial Finance degrees. Outside of the office, William is busy spending time with his wife and three children. He is usually found coaching lacrosse or volunteering with the Boy Scouts.

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