William Raymond White is a longtime Wealth Management Advisor in Chicago, IL and Naples, FL who maintains status as a Certified Financial Planner - CFP, a Certified Investment Management Analyst - CIMA and a Certified Plan Fiduciary Advisor - CPFA. Selected in 2022 and 2023 as one of Forbes’ Best-in-State Wealth Advisors, William Raymond White has held executive positions with Merrill Lynch and Stifel Financial over the span of 37 years. As a fiduciary, he engages in ongoing education to better understand client objectives and take practical steps to ensure financial security.

Mr. White is a sought out speaker as an expert in his field. He recently spoke at the Forbes Shook Conference in Chicago about Alternative Investments on behalf of Blackstone.
At Merrill Lynch, he is one of a few designated Senior Portfolio Managers, allowing him to manage portfolios for other Merrill advisors. Over the past 37 years he has has been a keynote speaker, educating Financial Advisors at multiple Merrill Lynch events.

He also has a lasting commitment to philanthropy, including a board role as a Trustee with The Community House, which supports education, counseling services and cultural activities.

William Raymond White