White Horse Advisors, LLC is pleased to announce two new members of their team: William Bowen, IV, CFP®, Financial Analyst and Alison Gould, Receptionist/Client Relations.
Will brings experience as a lead Associate for a Wealth Management firm in Atlanta having provided investment advice, as well as construction and implementation of personal financial plans for 60 clients. Will further expands the Investment Advisory team and will be handling fund analysis and commentaries, retirement plan and investment advisory reports, market commentaries, and account transactions. He will join the Investment Committee that performs in-depth analysis of all retirement plan and asset management securities for our CoVerity and WHA Asset Management services.
Will is a 2002 graduate of the University of Georgia’s Terry College of Business with a degree in Finance. In 2010, he earned his MBA from Georgia State University with a concentration in Personal Finance, and additionally the Certified Financial Planner (CFP®) designation in 2011.
Expanding our support staff, Alison will assist advisors by streamlining the onboarding of new clients, facilitating investment advisory account setup, scheduling client meetings, and other daily operational functions.
Alison graduated from Smith College in Northampton, Massachusetts in 2012 with a Bachelor’s Degree in Women and Gender Studies. While pursuing her degree, she attended the Danish Institute for Study Abroad, where she also studied European Culture and History.
“Growing our staff in numbers and experience is an announcement I am excited to make. Having Alison and Will join us will certainly aide in better serving our clients as we continue to grow. We are grateful to have them both on board,” Stephen Griner, President and Chief Operations Officer.
About White Horse Advisors, LLC
White Horse Advisors, LLC is an independently-owned company that provides fee-only financial and advisory services to the owners of closely-held businesses, retirement plan sponsors and individual investors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients’ tax, legal and other advisors.
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