Senior Analyst
205.397.2832
wworrell@capitalstrategies.net

As Senior Analyst for Capital Strategies, Will specializes in working with Wealth Transfer clients. His areas of experience include product design and analysis, economic modeling, and managing relationships with clients and their trusted advisors at a highly personalized level. Will has been with the firm since 1998.

Will currently holds his FINRA Series 7 and 63 securities registrations. 

An avid college basketball fan, Will played for the Birmingham-Southern Panthers, earning four varsity letters and helping the team win the 1995 NAIA National Championship.

Outside the office, Will enjoys sports, reading, and spending time with his family.  He serves as an elder at Briarwood Presbyterian Church and as chairman of the board for Campus Outreach Birmingham. 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. AL Insurance License #45332.

File #5973282