William R. Doty serves as an advisor at Modern Wealth Management helping clients make smarter decisions and avoiding costly mistakes in planning for their retirement. Will joined Modern Wealth Management in 2007 after working as a Loan Officer. Now serving clients as an advisor, Will strives to view each situation from his client’s unique perspective to consistently provide wise counsel and excellent service.
With a Bachelor of Science degree in Business Management, Will has a special appreciation for the educational basis of Modern Wealth Management’s investment approach. Will is an Accredited Investment Fiduciary (AIF®) and has passed his Series 7, 63, and 65 exams. This has positioned him to act solely in the best interest of his clients in order to help deliver a sense of confidence and peace of mind. Will lives in Shawnee, KS and enjoys fishing, camping, sports, aviation (he holds his pilot’s license) and spending time with his family and friends.
I have 100+ hours as a pilot in a Cessna 172R
Schedule a Complimentary Consultation or 20-Minute Ask Anything Session
Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Next you’ll give us some details about yourself, select a 20-minute ask anything session or a detailed hour-long complimentary consultation, and schedule your meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals. No cost, no obligation. Start by selecting a location below.
Lenexa Office Lee’s Summit Office North KC Office Detroit Metro
Already a client? Click here to contact us.