Bill Harwood CPA, CFP®
Bill has more than 30 years of experience in the financial services industry and has provided investment and financial planning advice to families since 1998. In 2003, he affiliated with LPL Financial. Bill is committed to helping clients take complex issues and make them easy to understand.
Bill holds his Series 6, Series 7, Series 24, and Series 63 securities registrations with LPL Financial.
Bill is a CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner and a Certified Public Accountant (CPA).
Bill grew up in Etowah, Tennessee. He graduated from the Baylor School and then attended the University of Tennessee - Chattanooga where he graduated with a B.S in Accounting.
An active member of his community, Bill is a former Elder in the Presbyterian Church and a past President of the South Carolina Financial Planning Association. In his spare time, he enjoys playing golf, tennis, boating, reading, traveling, and is a former instrument-rated pilot. He and his wife, Karen, live in Salem, SC.