About William Raymond White

Experienced wealth manager, William Raymond White, is a managing director-investments and portfolio manager at Stifel Financial in Chicago, Illinois and Naples, Florida. Prior to moving his team, The WRW Wealth Management Group, to Stifel, Mr. White was a managing director and senior portfolio manager at Merrill - Bank of America for over 36 years.

Mr. White possesses many years of experience in wealth management. He has acquired competencies in portfolio optimization, financial planning, financial risk management, and alternative investments. Further distinguishing himself from his peers, Mr. White earned several professional certifications, including CFP®, CIMA®, and CPFA®. He has also completed executive education programs from Harvard, Stanford, Wharton, and Columbia.

Forbes recognized Mr. White as a Best-in-State Wealth Advisor in 2022 and 2023. Eager to share his knowledge and skills to benefit others, as a sought out presenter, he speaks at conferences held by organizations such as Forbes.

Bill is a trustee and board member, and serves on the finance and investment committee of The Community House, an organization that provides cultural, educational, and therapeutic services in Hinsdale, Illinois. He previously served on the finance committee of the St. Isaac Jogues Catholic Church. In his free time, Mr. White enjoys playing golf and traveling with his family.