William Kearney is a financial advisor at Crown Private Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at firms including Virtue Capital Management, Horter Investment Management, and Integrated Financial Concepts LLC, where he is also the owner. Kearney is a co-founder and insurance agent at Crown Insurance Advisors, a fixed insurance agency serving retail clients. Crown Private Wealth, LLC provides discretionary asset management, financial planning, and retirement plan advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $47.7 million in discretionary assets for about 133 clients and employs both fundamental and technical analysis, including option strategies and the use of margin, to guide portfolio management.

John Foard III is a CFP® with 26 years of industry experience and is a managing partner at Crown Private Wealth, LLC in Mooresville, NC. He co-founded Crown Advisors, LLC and Crown Insurance Advisors, LLC, where he is involved in managing operations and providing insurance and risk management services. He also owns Foard Wealth Management, LLC, a financial industry consulting business. Crown Private Wealth offers discretionary asset management and financial planning to individuals, high-net-worth clients, and retirement plans under ERISA. The firm’s investment approach integrates both fundamental and technical analysis and employs strategies including options writing and the use of margin and derivatives within separately managed accounts.