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William R
Series 63, Series 65
Greensboro, NC
Gradient Investments, LLC
William Roach is a financial advisor at Gradient Investments, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Gradient Advisors, LLC and Whichard Roach & Associates since 2013. He is also president of William J Roach, Inc., a group health insurance business, and serves on the board of the Greensboro chapter of Kiwanis, a community service organization. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers various model and custom portfolios managed on a discretionary basis.
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