William A. Worrell, Jr. 

Senior Analyst

As Senior Analyst for Capital Strategies, Will specializes in working with Wealth Transfer clients. His areas of expertise include product design/analysis and economic modeling, along with managing and maintaining client relationships at a highly personalized level. Will has 17 years of experience with the firm.

Will currently holds his Series 7 and 63 securities licenses. His professional affiliations include membership in the Estate Planning Council of Birmingham.

An avid college basketball fan, he played for the Birmingham-Southern Panthers (4-year letterman) and was part of the team that won the 1995 NAIA National Championship.

Outside the office, Will coaches youth sports, organizes a monthly boys Bible study group, and serves as an elder at Briarwood Presbyterian Church. He and his wife, Casey, have three children.

Will earned his B.S. in Business Administration with a concentration in Finance from Birmingham-Southern College.