Account Vice President of Retirement Plan Services
Bill is a graduate of the University of Maryland with a B.S. in Business Management. He earned his CEBS (Certified Employee Benefits Specialist) designation in 1994 and has taught Portfolio Management for Qualified Plans at Queens University in Charlotte, NC. Bill works primarily with businesses, assisting in the establishment, review and fiduciary oversight of 401(k)s and other qualified plans. Bill has conducted seminars for plan sponsors on various investment and qualified plan related topics, most recently the 408(b)(2) Fee Disclosure regulations.
Bill is a native of Norfolk, VA and currently resides in Virginia Beach. He is a member of the Hampton Roads YMCA and the Signature golf course. He enjoys spending time with his wife, Melissa, golfing and traveling overseas.
Mr. Welsted is also Series 7, 65, and 63 securities registered.