For over 30 years, Bill has dedicated his career to helping people achieve financial peace of mind. But his roots in Longview run even deeper than his professional experience. Born and raised in this community, Bill has a deep love for his hometown, standing alongside his devotion to family, faith, and country. He has raised his children here and continues to be integral to the place he calls home.

Bill’s passion lies in guiding his clients through each stage of life with confidence and independence. He takes the time to listen—to understand their goals and dreams—and uses that insight to build financial plans that provide security and stability. “I’m a good listener and a stickler for detail,” Bill says. This combination of care and precision allows him to craft financial paths tailored to each client’s journey.

While Bill is known for his warm, approachable demeanor, he also brings a sharp, analytical mind to his work. His ability to dive into research and apply his extensive portfolio management expertise has helped both individuals and institutions make smart, informed financial decisions. Since earning his Certified Portfolio Manager designation from Columbia University in 2016, Bill has continued refining his skills, ensuring that his clients receive the best financial guidance.

Before founding Eagle Capital Advisors alongside his father and son in 2019, Bill held leadership roles at Morgan Stanley, where he developed a strong reputation for his expertise in discretionary portfolio management and helping families manage the multigenerational transfer of wealth. His focus on ensuring that affluent families can pass on their legacy with tax efficiency is central to the work he does each day.

Bill’s love for his community extends beyond his professional life. He believes deeply in giving back to the place that has shaped him, serving on the Gregg County Historical Museum boards, 100 Acres of Heritage for Longview, and The Academy of Certified Portfolio Managers at Columbia University. His commitment to service has also included time on the boards of Kilgore College Foundation, Opera East Texas, and The Portfolio Management Institute at Morgan Stanley.

With a rich musical background, Bill earned an associate’s degree in fine arts from Kilgore College before continuing his studies at Baylor University, where he received a BBA in finance and entrepreneurship. His passion for music remains a key part of his life—whether singing, playing guitar, or simply enjoying time with his family.

Today, Bill and his wife, Judy, enjoy life in Longview, surrounded by the community they love. They are proud parents of two grown children, Chelsea and William, who co-founded Eagle Capital Advisors with Bill. Bill loves to travel and continue his musical journey in his free time. He’s grateful for the life he built in Longview and the opportunity to help others do the same.