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William H

CFP®, Series 65

Incline Village, NV

AMC Wealth Management, LLC

William Haynes is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as an investment advisor representative at AMC Wealth Management, LLC and operates his own firm, Haynes Investment Advisors LLC. Prior to this, he worked briefly at Wells Fargo and has a background that includes time as a full-time student and employment with the New York Yankees. AMC Wealth Management, LLC is a six-advisor team providing discretionary investment management and financial planning to individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in assets and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, with ongoing monitoring and periodic rebalancing under discretionary authority.

Active portfolio management Options & derivatives strategies Retirement income strategy Cash flow / budgeting
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