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William R. White is a Managing Director and a Portfolio Manager – Solutions Program at Stifel. He leverages his over 37 years of experience in investment planning and wealth management to deliver personalized comprehensive wealth management strategies. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Investment Management Analyst™ and Certified Plan Fiduciary Advisor® designations. White integrates sophisticated wealth management with tax-efficient investment strategies as part of his overall approach while providing a wide range of services, such as risk mitigation and transfer, retirement planning, estate planning strategies, and private equity investments. For clients who choose discretionary advisory services, he adapts strategies designed to combine customized investment management with the ability to quickly react to market conditions. This may incorporate individual stocks and bonds, customized portfolios, and third-party investment strategies. He leads the WRW Wealth Management Group, a highly qualified and sophisticated team that seeks to bring a positive impact to the lives of their clients. White was named to Forbes’ Bestin- State Wealth Advisors list in 2022 and 2023. It is the team’s mission to help clients pursue their financial goals through every stage of their lives by empowering them with customized, time-tested financial guidance. Active in the community, White is a trustee for The Community House in Hinsdale, Illinois, and serves on the finance committee. He is also an associate member of the Chicago Blackhawk alumni association. White has been married to his wife, Pam, for 37 years and has two adult daughters, Brooke and Devon, who grew up in Hinsdale.
For more information, visit stifel.com.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your specific situation.
Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
