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William Stanik, RICP® CRPC® LUTCF®

William Stanik, RICP® CRPC® LUTCF®

Investment Advisor Representative

Will’s goal is to help clients build, protect, and efficiently distribute wealth. Using a comprehensive process, he analyzes the current financial position of his clients and creates a financial roadmap to help them identify their goals. Through financial education, he assists clients in implementing solutions and strategies so they can feel more confident in facing their financial future. He strives to become a lifetime resource for each and every one of his clients. 

Will is married and the father of three young children. He enjoys sponsoring and playing in a recreational softball league in Annapolis and attends most home games and several away Ravens games each year. Living near the water in Annapolis, MD, he enjoys fishing and being on the water as much as possible.