Steven Jefferis is a financial advisor at William Blair with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel for 28 years. Outside of advisory work, he is involved in horse racing as the owner of Maplewing Farm LLC and manages an AirBNB operation at the farm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Albert Abdo is a financial advisor at William Blair with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds through its MB Investments Program.

Julie Abdo is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Stifel and Brighthouse Securities, and has experience in education with the Lee County School District. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across various asset classes.