William C. Frith III
William Frith is the Vice President of Capital Financial Strategies in Jacksonville, Florida.
William’s primary role is to recruit, train and supervise all Advisor’s in the firm. Additionally, William operates his own personal book of business as a Financial Advisor. His primary goal is to provide families and business owners with assistance in building their financial freedom. He has the skills, knowledge and expertise required to help meet his client’s established goals. He wants to be a lifetime resource for each and every client.
William joined Capital Financial Strategies in 2015 and he brings over 16 years of Industry experience which included roles as a Financial Advisor at Morgan Stanley, Vice President at Merrill Lynch Annuities, Divisional Director at AIG SunAmerica Annuities and Agency Sales Director at MetLife. William brings vast Managerial experience and personal advising experience from his previous employers and specializes in the retirement income aspect of the business.
William holds his Series 24 (Principal), 7 (General Securities), 63 (Securities State Law), 65 (Investment Advisor Law) registrations and his State of Florida 2-15 (Life Health and Variable Annuity) licenses. Currently he is a Principal and Investment Advisor Representative with Securian Financial Services, Inc. member FINRA/SIPC. William completed his college education at the University of North Florida where he received his MBA in 1996 and also a Bachelor’s degree in Economics from the University of Florida in 1992.
William, a native of Jacksonville Florida, enjoys spending time with his wife and family which includes three children ages 12, 14 & 16. His hobbies include salt water fishing, surfing and assisting with his children’s athletic teams.
Ready to learn more about how William can help you as a Financial Advisor? Contact him today at (904) 746-0552 or fill out our contact form.