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William Melvin Hammond Jr.

Advisor at TechView Wealth Advisors LLC — St. Petersburg, FL

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

5 years

Location

St. Petersburg, FL

TechView Wealth Advisors LLC logo

TechView Wealth Advisors LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

10 Very Low

Avg AUM per client

$285,750 Very Low

HNW client ratio

0% Very Low

About

William Hammond Jr. is a financial advisor with TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 designations and five years of industry experience. His background includes roles at Bank of America and Merrill from 2018 to 2020, as well as experience in sales and business ownership. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border financial needs. The firm combines portfolio management with financial planning, employing a mix of active and passive investment strategies and focusing on clients with international concerns.

Client services

Based on TechView Wealth Advisors LLC

Financial planning Portfolio management

Expertise

Based on TechView Wealth Advisors LLC

Equity compensation tax strategy Concentrated stock management Liquidity event planning Cross-border / expatriate tax planning Business succession planning

Occupation focus

Based on TechView Wealth Advisors LLC

Executive Founder/Business Owner Technology Professional

Demographic focus

Based on TechView Wealth Advisors LLC

Expats

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Fee options

Percentage

$0 - $1,000,000: 1.0% annually for US Tax Residents Over $1,000,000+: Negotiable, not to exceed 1.0% for US Tax Residents $0 - $1,000,000: 2.0% annually for Non-US Tax Residents Over $1,000,000+: Negotiable, not to exceed 2.0% for Non-US Tax Residents

Other

Fee-only: Fee-only advisory relationship, no commissions or other compensation from third parties.

Location

See office

St. Petersburg, FL

St. Petersburg FL

Advisors at this office

1

Most active in

California · Florida

Work history

5 years of industry experience

Unemployment

2026 - Present • 1 year

St. Petersburg, CA

Elite Flooring

2021 - 2025 • 4 years

Tampa, FL

BANK of AMERICA, N.A.

2018 - 2020 • 2 years

Atlanta, GA

Merrill

2018 - 2020 • 2 years

Atlanta, GA

Elite Flooring

2017 - 2018 • 1 year

Atlanta, GA

Alpha Sales Solutions

2016 - 2017 • 1 year

Atlanta, GA

Castaway Ltd

2009 - 2020 • 11 years

Providenciales

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals

Enzo C

Series 66

Tampa, FL

Merrill

Enzo Cespedes Correa is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial career in 2017 within consumer banking and transitioned to investment management in 2020. His expertise includes tax minimization strategies, portfolio management, wealth transfer, banking integration, and lending services. Enzo holds a Bachelor of Business Administration in Finance and a Master of Business Administration (MBA) from Florida International University, as well as the Certified Private Wealth Advisor® (CPWA®) designation earned through the Yale School of Management. He also holds the Personal Investment Advisor (PIA) designation. Originally from Coral Gables, Miami, Enzo resides in Wellswood, Tampa with his wife Peyton and daughter Elsie. He is active in his church community and enjoys reading and exploring emerging trends in finance and technology. He is fluent in English and Spanish.

Wealth management Tax-loss harvesting Multi-generational wealth transfer
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Dean H

Series 63, Series 66

Seminole, FL

Edward Jones

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner LGBTQIA
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Jacob W

Series 66

Saint Petersburg, FL

Wyand Wealth LLC

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Income planning Cash flow / budgeting Home buying
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