
William R. Frazieremail
4350 Congress Street #300
Charlotte, NC 28209
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Business and Administration, Accounting Texas A&M Commerce
40 years of corporate experience as CEO, CFO and Board of Directors
27 years Chief Warrant Officer and Pilot, US Army and Army Reserve
Married 36 years to Janet L Frazier 3M Sales
Natalie Diane Wulf daughter, NC State, Manager of Recruiting Prizm Medical NC
William James Frazier son, US Naval Academy, Captain US Marine Corps, Peninsula Cola, FL
Languages:
- English
Credentials:
- CPA*
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Risk Management Strategies
Check the background of this investment professional on FINRA’s BrokerCheck
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