William L. Barlow V, CIMA®, CPWA®
Vice President
Portfolio Manager
Atlanta, GA
William L. Barlow V, CIMA®, CPWA®
Will Barlow’s recent transition to SouthState Wealth marks a new chapter where his expertise in new business development and financial services is directed towards creating bespoke investment strategies. With a career spanning over 16 years at Wells Fargo – The Private Bank, Will’s approach has always been tailored to the individual needs of high-net-worth clients, ensuring their wealth is not just managed, but nurtured and grown.
Holding both the CIMA and CPWA certifications, Will demonstrates a commitment to excellence in investment management and wealth advisory. His competencies in investments are grounded in a consultative method, partnering with clients to forge wealth plans that resonate with their unique financial narratives. This mission is enhanced by a firm belief in building lasting relationships through trust and personalized financial guidance.
Will lives in Marietta, GA with his wife Merry and three teenage children. In his spare time, he enjoys traveling, home restoration projects, and all things rugby.
Holding both the CIMA and CPWA certifications, Will demonstrates a commitment to excellence in investment management and wealth advisory. His competencies in investments are grounded in a consultative method, partnering with clients to forge wealth plans that resonate with their unique financial narratives. This mission is enhanced by a firm belief in building lasting relationships through trust and personalized financial guidance.
Will lives in Marietta, GA with his wife Merry and three teenage children. In his spare time, he enjoys traveling, home restoration projects, and all things rugby.
Certifications
- Certified Investment Management Analyst®, CIMA®
- Certified Private Wealth Advisor®, CPWA®
Education
- University of Massachusetts Amherst – BS, Political Science, Economics - 1994
Important Legal Disclosures and Information
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
