Will Bailey
Partner and Private Wealth Advisor at LifeWorth Financial at LifeWorth Financial | Charlotte, North Carolina, United States
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Will Bailey serves as a Partner and Private Wealth Advisor at LifeWorth Financial, where he leverages his extensive expertise in finance and strategic financial planning to empower clients in managing their wealth effectively. With a strong foundation in financial analysis and internal audit, Will is adept at navigating complex financial landscapes, ensuring that clients not only meet their immediate financial goals but also secure their long-term legacies. His role involves crafting tailored fee-based financial plans that encompass retirement income strategies, business succession planning, and comprehensive wealth management.
At LifeWorth Financial, Will is currently spearheading several key projects aimed at enhancing client engagement and financial literacy. One notable initiative is the development of an interactive financial planning tool that allows clients to visualize their financial trajectories and make informed decisions. This project underscores his commitment to fostering a collaborative environment where clients feel empowered to take charge of their financial futures.
Will's proficiency in US GAAP and SEC filings further strengthens his ability to provide insightful guidance on compliance and regulatory matters, ensuring that clients are well-informed and protected. His skills in financial modeling and internal controls are instrumental in identifying opportunities for growth and risk mitigation, enabling clients to navigate the complexities of wealth management with confidence.
As a dedicated steward of wealth, Will Bailey embodies the mission of LifeWorth Financial: to partner with clients in their financial journeys, helping them create lasting legacies that reflect their values and aspirations. Through his expertise and innovative approach, he continues to make a significant impact in the lives of those he serves.
Partner and Private Wealth Advisor at LifeWorth Financial at LifeWorth Financial in January 2019 to Present
Senior Vice President and Chief Accounting Officer at Driven Brands, Inc. in November 2016 to December 2018
Chief Financial Officer, VP of Finance at Portrait Innovations in April 2010 to November 2016
Corporate Controller at Portrait Innovations in January 2009 to April 2010
Portfolio Analyst / VP of Treasury Department at Wachovia, A Wells Fargo Company in May 2006 to January 2009
AVP in Internal Audit at Wachovia, A Wells Fargo Company in October 2004 to May 2006
Manager of Financial Reporting at Snyder's-Lance, Inc. in May 2003 to October 2004
Senior Associate - Audit at KPMG in September 2000 to May 2003
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Auditing
Accounting
Finance
Financial Reporting
Internal Audit
Cash Management
Financial Analysis
Financial Accounting
Sarbanes-Oxley Act
US GAAP
SEC filings
Internal Controls
General Ledger
Sarbanes-Oxley
CPA
Forecasting
Financial Modeling
Strategic Financial Planning
Management
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Discover more about LifeWorth FinancialWhat is Will Bailey email address?
Email Will Bailey at [email protected]. This email is the most updated Will Bailey email found in 2026.
What is Will Bailey phone number?
Will Bailey phone number is +17044424410.
How to contact Will Bailey?
To contact Will Bailey send an email to [email protected]. If you want to call Will Bailey try calling on +17044424410. (updated on October 24, 2024)
What company does Will Bailey work for?
Will Bailey works for LifeWorth Financial
What is Will Bailey's role at LifeWorth Financial?
Will Bailey is Partner and Private Wealth Advisor at LifeWorth Financial
What industry does Will Bailey work in?
Will Bailey works in the Financial Services industry.
Will Bailey Email Addresses
Will Bailey Phone Numbers
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