William A. Yex CFP®

Associate Advisor
  •  

    William A. Yex CFP®

    Associate Advisor

  •  

    William Yex, a native of Spartanburg, SC, now calls Charleston home, where he lives in West Ashley with his fiancé, Juliet.

    A graduate of the University of South Carolina with a degree in finance, William launched his career in the financial services industry in Charlotte, NC. After gaining valuable experience, he joined the ArisGarde team, where he is committed to helping clients improve their financial literacy and gain clarity on their financial futures.

    William's passion for financial education drives him to empower clients, guiding them in identifying their priorities and achieving their goals through tailored, strategic financial plans. He is a Certified Financial Planner (CFP), reflecting his dedication to providing personalized, effective solutions that address each client's unique needs.

    Outside of work, William enjoys fishing, golfing, and cheering on the USC Gamecocks at football games.