William Spence
PARTNER
Goldsboro, NC
Will enjoys guiding them in the right direction in all of their questions, concerns, and helping meet their goals.
Will was born and raised in Wayne County, NC. After graduating from Mount Olive College with a bachelor’s degree in Business Administration, he worked as a health insurance agent in his father’s company, Ed Spence and Associates. After 4 years there, Will decided to expand and join Ed and the rest of the Sound Partners team. Will takes pleasure in meeting new clients and creating relationships that last.
Outside of his work Will attends Eureka United Methodist Church with his wife Megan and two children, Charlee and Wyatt. He also enjoys hunting, fishing and spending time with friends and family.
Focus
Financial Planning
Asset Allocation
Wealth Accumulation & Retirement Planning
Employee Benefit, Pension Plans & 401(K) Implementation
You deserve the peace of mind that Sound Partners provides.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5453094.1 (3/23) (Exp. 3/27)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.