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William M

Series 63, Series 65

Richardson, TX

Gordian Wealth Advisors, LLC

William Mckenna is a financial advisor with Gordian Wealth Advisors, LLC in Richardson, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Gordian Wealth Advisors, he spent ten years at Blue Hen Capital, LLC. Gordian Wealth Advisors manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm employs tailored asset allocation and manager selection processes overseen by an investment committee and utilizes strategies such as covered-call overlays and endowment-style diversified models.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Active portfolio management
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