William L. Barlow V, CIMA®, CPWA®

Will Barlow is a seasoned wealth management professional with over 30 years of experience helping high-net-worth individuals and families navigate the complexities of investment management. In his current role at SouthState Wealth, Will draws on 16 years of experience at Wells Fargo – The Private Bank, where he honed a consultative approach to building tailor-made portfolio strategies that balance asset growth with risk management. Holding both the CIMA® (Certified Investment Management Analyst) and CPWA® (Certified Private Wealth Advisor) designations, Will brings a deep understanding of tax-efficient investing, retirement planning, and generational wealth transfer. His work is rooted in fiduciary responsibility, transparency, and a commitment to personalized financial guidance that aligns with each client’s long-term goals. Based in Marietta, GA, Will serves clients across the Atlanta metro area and the broader Southeast region, offering strategic insights tailored to local market dynamics. Outside of his professional life, he enjoys traveling, home restoration, and the spirited teamwork of rugby—a sport that reflects his strategic mindset and collaborative philosophy. Will lives with his wife Merry and their three teenage children and remains deeply committed to building enduring relationships that go beyond numbers—anchored in trust, service, and shared success.