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William M
CFP®, Series 63, Series 65
Tallahassee, FL
Level Four Advisory Services
William Mccloud is a CFP® with 30 years of industry experience, currently advising at Level Four Advisory Services. Prior to joining Level Four in 2022, he spent 17 years at Cantella & Co Inc. Mccloud serves on several local committees and nonprofit boards in Tallahassee, including advisory roles related to city planning and community service organizations. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, and fiduciary services, utilizing model portfolios and a mix of firm-sponsored and third-party platforms.
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