Office Location:
1036 Lansing Drive
Suite 200
Mount Pleasant, SC 29464
William Yex, originally from Spartanburg, SC, now calls Charleston home. He earned his Bachelor’s degree in Finance from the University of South Carolina. With three years of experience in the financial services industry, William has previously held positions at Vanguard and Alphastar Capital Management (RIA) before joining Consolidated Planning in early 2024.
At CP, William focuses on assisting small business owners, families nearing retirement, and young professionals. His ideal clients are those looking to grow their businesses, build a solid financial structure, and plan strategically for the future.
Passionate about financial education, William helps his clients feel confident by helping them understand their financial plan. He works diligently to help alleviate financial concerns in the most efficient manner based on each individual’s needs.
Outside of his professional life, William is an avid fisherman, golfer, and enjoys attending USC home games.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.
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2022-147105 Exp 12/24
