![]() While Novare Capital may use strategies mentioned in the publications, there is no guarantee that following these strategies may increase your wealth. He also enjoys walking his dog, Bianca, reading and playing tennis.ġ Novare Capital is not affiliated with these publications. Bill in particular enjoys jungles and swamps. Bill and Mary enjoy traveling to new places and cultures, and Bill loves photographing memorable moments along the way. With his wife, Mary, Bill is father to four adult children and three grandkids. He’s also taught investing to juniors and seniors at Charlotte Country Day School since 1986 and at the Mecklenburg County Jail since 2011. Bill also co-authored How to Become Financially Free on $50 a Month from Nightingale-Conant (2014), Worry-Free Family Finances (McGraw-Hill) and The $50 a Month Millionaire with his wife, Mary.īill values his home life, bonding with his clients, and contributing to his community as a volunteer, fundraiser or board member of numerous non-profit organizations. Bill’s appeared on numerous radio and television shows1, and has authored six books on investing, including his most recent, Double Your Money in America's Finest Companies(r): The Unbeatable Money-Making Power of Rising Dividends from John Wiley & Sons. He’s been profiled or quoted in numerous publications including the Wall Street Journal, Washington Post, New York Times, Barron's, Business Week, Kiplinger's Personal Finance, Bottom Line Personal, and Money magazine. ![]() Bill left Interstate in 1985 to begin a stock-picking newsletter, which he published until March 2011.Īn economic historian with more than 50 years in the financial-services industry, Bill has often been referred to as "America's Money Coach(r)". While at Interstate, he became Director of the Equity Research Department and member of the management team and board of directors. ![]() Bill's passion for people has always motivated him to help improve their financial situation and relieve their financial stress.īill launched his financial-services career at Interstate Securities (headquartered in Charlotte, NC) as a securities analyst in 1971. Staton, MBA, CFA Senior Directorīill is our Chief Optimist and Senior Advisor who joined Novare Capital Management in 2017 when Novare acquired Staton Financial Advisors, a money management company he and his wife Mary had established in 2000.Ī Chartered Financial Analyst (CFA), Bill earned his MBA in Finance from The Wharton School at the University of Pennsylvania and his bachelor’s in business administration from UNC-Chapel Hill. He and his family are members of Uptown Presbyterian Church PCA and are involved with Brookstone Schools, Sports Friends Ministry. Outside of work, Bill enjoys spending time with his family, golfing, hunting, fishing and scuba diving. ![]() He has worked with a number of private companies and non-profit ministries and is passionate about his community. Today, Bill is passionate about developing relationships with our clients and building portfolios that create value for individuals and families.īill earned his bachelor’s degree in economics from the University of North Carolina at Chapel Hill. He also worked for 12 years with First Union Capital Markets serving individual and institutional portfolio managers dealing in a variety of products and strategies. Prior to forming Novare Capital, Bill spent 5 years managing The Baymen Group, LLC, a hedge fund that designed and implemented quantitative trading programs in the futures markets. Bill serves as a Senior Portfolio Manager and Wealth Advisor.īill has financial industry experience spanning over 35 years from fixed income trading and sales to equity investment management, he has gained valuable insight into how to best serve his clients.
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