Nashville, TN – December 1, 2022 – Hoskins & Company is excited to
announce our new strategic partner Hoskins Financial, LLC. Hoskins
Financial, LLC offers Investment Advisory Services and Comprehensive
Financial Planning.
Hoskins Financial, LLC is led by William R. Welborn, CFPTM. Will, a
graduate of Vanderbilt University and Certified Financial PlannerTM
practitioner, has over 23 years of experience providing investment
management and personal financial planning services for individuals and
families. Will serves as Hoskins Financial, LLC’s Chief Investment Officer
and Director of Financial Planning, as well as the firm’s Chief Compliance
Officer.
Welborn is no stranger to the Hoskins & Company family. Over the last five
and a half years he served as Hoskins & Company’s outsourced Financial
Counselor, providing personal financial counseling services for members
of the Tennessee Army & Air National Guard, their families, and dual
status Federal Employees through Tennessee Military & Family Readiness
Operations.
Prior to serving our men and women in uniform and their families, Will
was a Personal Wealth Manager with Creative Planning, Inc., where he
managed over $140 million in assets and provided comprehensive
financial planning services for clients in seventeen states. Will has also
served as Vice President of Financial Planning at Nashville-based
Mastrapasqua Asset Management, and as Associate Wealth Strategist at
Memphis-based Waddell & Associates, which acquired upstart Welborn
Wealth Management in 2004.
Will Welborn may be reached directly at the following points of contact:
wwelborn@hoskinscpas.com or Direct/Cell (615) 513-8424.
