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William C

CFP®, Series 63, Series 65

Birmingham, AL

BrightHaven Financial Advisors

William Chappell is a CFP® professional with five years of industry experience, currently serving as an advisor at BrightHaven Financial Advisors. Before joining BrightHaven in 2026, he worked at Raymond James & Associates for four years. Outside of his financial advisory role, Mr. Chappell owns a commercial kitchen rental business, Chop and Roll LLC. BrightHaven Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, profit-sharing plans, and small businesses. The firm employs a high-conviction equity strategy focused on concentrated portfolios tailored to client objectives and risk tolerance.

Concentrated stock management Private / alternative investments Active portfolio management Founder/Business Owner Retired
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