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William Thum

Associate Wealth Advisor at Buckingham Group

William Thum is an Associate Wealth Advisor at Buckingham Strategic Wealth, where professional responsibilities include providing comprehensive wealth management services to a diverse clientele, comprising individuals, businesses, trusts, nonprofit organizations, and retirement plans. Before this role, William gained extensive experience at Merrill Lynch, serving in various capacities, including Portfolio Manager, Client Relationship Specialist, and Client Relationship Assistant. An internship at Merrill Lynch involved organizing client portfolio data and monitoring accounts, while earlier internships at the Better Business Bureau NW North Carolina and AT&T provided valuable insights into complaint investigation and management operations, respectively. William holds a Bachelor of Arts in Economics from Wake Forest University.

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