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portrait of William L Sampson
FINANCIAL ADVISOR

William L Sampson

CFP®, AAMS™, CRPC™, CRPS™
235 St John Rd Suite 15a, Fletcher, NC 28732opens in a new window
CallSend Me a Message

About William

Our ultimate goal is to make you feel comforted. This is the very reason why I wanted a career that involved helping people. By providing personalized strategies that help build financial independence, we partner with you throughout your lifetime so that you do feel comforted through the good times, and the not-so-good times.

Retirement is not just a number. It requires having conversations around health, wealth, family and purpose, conversations that we believe focus more on comprehensive strategies and provides a richer experience here at Edward Jones. Tracy and I truly understand that this is what creates the greatest relationships...

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Texas Tech UniversityCertificate
  • Texas Tech UniversityMaster of Science

Personal Interests

  • Baseball
  • Camping
  • Hiking
  • Reading
  • Spending Time with Family

Team Members

  • Tracy Townsel
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(828) 684-0365

Fax

(866) 444-8194

Office Address

235 St John Rd Suite 15a
Fletcher, NC 28732opens in a new window

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