Will Alvis, CPFA™, CRPC®Wealth Advisor

Will joined the financial services industry in 2013. He focuses on business development and helping clients create wealth management strategies tailored to their individual goals, time horizon, liquidity needs and risk tolerance.

Will communicates proactively with clients, educating them about and helping them access the team’s extensive financial advisory resources. He brings to his work a particular understanding of the needs, concerns and aspirations of the younger generation of clients.

He holds the Chartered Retirement Planning CounselorSM, CRPC® designation.Will earned a bachelor’s degree in marketing and an MBA from Louisiana Tech University in Ruston, Louisiana. He and his wife, Sarah, and daughters, Caroline and Kate make their home in Lufkin.