William N. Liles began his career in financial services in 2006 by working in consumer banking with Regions Bank in Nashville. William joined The Liles Group as a Financial Advisor in May of 2010. William is responsible for investment due diligence and research. He also serves the team’s clients through his expertise in portfolio construction, as well as his in-depth knowledge of comprehensive financial planning and estate planning techniques. In addition, William’s experience includes helping institutional clients with investment policy decisions and designing and implementing corporate retirement plans including qualified plans and non-qualified deferred compensation plans.
William graduated from the Terry College of Business at the University of Georgia with a BBA in Marketing in 2005. In 2010, William received an MBA with a specialization in Investment Management from the Owen Graduate School of Management at Vanderbilt University. He also received a Certificate in Financial Planning from Belmont University, and he is a CERTIFIED FINANCIAL PLANNER™ professional. In addition, William has completed the Certified Investment Management Analyst® program at The Wharton School at The University of Pennsylvania and the Certified Private Wealth Advisor® program at Yale University, and he is a CIMA® certificant and a CPWA® certificant. William is also a Chartered Financial Analyst® (CFA) Charterholder. He holds the Series 7 and the Series 66 licenses, as well as his life, health, and long-term care insurance licenses.
William is a member of the Investments and Wealth Institute, The CFA Society of Nashville, and The Estate Planning Council of Middle Tennessee. He serves on the Board of The Financial Planning Association of Middle Tennessee. The Nashville Business Journal recognized him as one of their “Power Leaders in Finance” in 2018 and 2020 and as one of "Nashville's Top 40 Under 40" in 2020. FORBES recognized him as a “Top Next-Generation Wealth Advisor” in 2018 and 2019 and as a "Best-in-State Wealth Advisor" in 2022 & 2023. InvestmentNews included him in the 2021 class of their "40 Under 40."
To learn more about William, visit his LinkedIn page. You can also find him on Let's Make A Plan or PlannerSearch.