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portrait of William P Barr
FINANCIAL ADVISOR

William P Barr

CFP®
411 Georgia Road, Franklin, NC 28734opens in a new window
CallSend Me a Message

About William

Experience, honesty and availability are important qualities to look for in a financial advisor. It’s been my pleasure to apply these traits since 1988 to help my clients achieve their financial goals. These goals can vary throughout our lifetime, so I invest heavily in learning about my clients' needs and preferences. I value the trust they place in me and do my best to provide sound financial advice within each client’s comfort level.

My investment philosophy is centered on patient, thoughtful investing for long-term success. I know the importance of taking a holistic approach; including planning for retirement, planning your estate...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 1987 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Western Carolina UniversityBachelors

Team Members

  • Loree Roberts
    Sr. Branch Office Administrator
    FPQP®
  • Dawn Spill
    Branch Office Administrator

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 Closed
Sun Closed

Phone

(828) 524-2333

Fax

(888) 241-3502

Office Address

411 Georgia Road
Franklin, NC 28734opens in a new window

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