Amegy Wealth Advisors | LPL Financial
William Snodgrass, CFP®
Vice President | Wealth Advisor
Branch/Office Location
William Snodgrass, CFP®
Vice President | Wealth Advisor
About William
- B.S. in Business Administration | University of Southern California
- Series 7, Series 66 registrations held with LPL Financial and Life & Health Insurance licensed
- CERTIFIED FINANCIAL PLANNER (CFP®)
Professional Background
Having been no stranger to business and investments, William (“Will”) Snodgrass first cut his teeth in the business world cleaning tables in restaurants as a child. Eventually he was thrust into co-running an 8-location restaurant holding company that employed over 50 people by the age of 21 following his father’s passing.
After working in the family business for a few years he believes God called him back into the investment world and has been in it since. While he has held managerial roles in his tenure in the financial services industry, one of his passions is helping people which is why he truly loves working with clients. His areas of experience include, but are not limited to, financial and retirement planning, strategic investment management, corporate retirement plan design and IRA rollover services, insurance/risk mitigation and fixed income strategies. He truly enjoys seeing his clients thrive and hopes to have a positive impact on all the people he works with.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Amegy Bank, a division of Zions Bancorporation, N.A., and Amegy Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Amegy Wealth Advisors, and may also be employees of Amegy Bank, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Amegy Bank, a division of Zions Bancorporation, N.A. or Amegy Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
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