I have been in the financial services industry since 1985, starting with Lehman Brothers. In 2009, I embraced my independent nature and opened what is now Peregrine Wealth Strategies. By going independent, I was able to offer my clients objective investment options and more flexibility. Peregrine Wealth Strategies and our clients benefit from my experience and from my ability to communicate to all types of investors.
Being in this business for over 35 years, I enjoy and value the long term relationships built with our clients. It is important to me to be able to provide a service that is invaluable to you. Our clients appreciate the knowledge and guidance we provide to them on a regular basis.
I hold my Series 3, Series 7, Series 24, and Series 63 with LPL Financial, along with my Life and Health Insurance Licenses.
In my free time you can find me outdoors, playing my guitar, or with my wife of 40 years, Susan. In the past few years, songwriting and performing has become a passion. I enjoy staying active through fly fishing, hiking, and upland hunting. As a wise person once said - if you rest, you rust.
William's AR Ins#7930724