William Doty
Executive Advisor at
Modern Wealth Management
Years of Experience
18 years
Number of Clients
160
Average Client Size
$1,280,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I truly value the trust that my clients place in me and my team.
Clientele
I work a wide range of individuals and families all across the Country. A majority of my clients have saved a few million dollars for retirement and are looking for ways to invest with confidence, understand how taxes play a part in their plan, and want an Advisor to be more like a financial coach helping them with decisions so they can spend their time doing the things they enjoy doing.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Credentials and Designations
Accredited Investment Fiduciary®
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Certified Financial Planner™
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Pricing Models
Education
Bryant University
Financial Planning Certification Program
Obtained in 2018
University of Phoenix
Bachelors of Science Business Management
Obtained in 2008
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Under applicable SEC rules, AdvisorFinder may be considered a paid, non-client endorser or promoter of Modern Wealth Management, LLC (“MWM”). MWM pays an upfront periodic subscription fee for a presence on AdvisorFinder’s platform, creating a material conflict of interest. AdvisorFinder’s annual fee is $8,000 and is payable, regardless of whether you or any other person become a client of MWM. These fees are not passed on to you. You can choose other investment firms and are not obligated to work with MWM. If you hire MWM, you will enter into an agreement directly with us. AdvisorFinder is not affiliated with MWM and cannot provide investment advice or bind MWM. An agreement with MWM only becomes effective upon our acceptance.
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