Bill specializes in helping individuals and their families achieve life goals by providing sage insight and guidance.
Growing up in a family where stock market news was often a topic of dinner conversation, Bill learned at an early age the importance of growing and protecting his money. Following in his father’s footsteps, he entered the financial services industry in 1989 and joined Davenport & Company as an Investment Executive in 1994.
Bill seeks to help his clients achieve their financial goals with custom advice and exceptional personal service. Once he has identified his clients’ financial goals and objectives, risk tolerance, and time horizon, he determines the proper asset allocation and diversification for their portfolio. He then selects the most appropriate investments, which may include stocks, bonds, mutual funds, and professional money managers.
Through years of advising individuals and families, Bill has created an approach to comprehensive wealth management. It is an integrated process that is designed to help successful individuals and families in capturing opportunities as they continue to accumulate, protect, and distribute their wealth both during their lifetime and through their legacies using tax-intelligent solutions.*
Bill earned a BA degree in Finance from Florida State University. In 2000 he was recognized by the Leukemia and Lymphoma Society as “Man of the Year” and served as a board member for the Virginia Chapter. Inside Business magazine honored him in 2002 for his distinguished career and service to his community as one of the top “Forty under 40”. Bill is a former football coach for the Williamsburg Youth Football League, a member of Bruton Parish Episcopal Church, and enjoys spending time with his wife Britnee and his children Joe, Caroline and Ashton.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
All investing carries risk.
Bill Boyd is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities services to clients who reside in Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Hampshire, New Mexico, New jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Bill is licensed to offer insurance and annuity products to residents in Kansas, North Carolina, South Carolina and Virginia.