San Clemente, CA Office

Heather Catsouras is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Securities America, Inc. and OSAIC. Outside of financial advising, she serves as CFO for William K Hall, Inc., a bookkeeping and payroll business. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies, including both discretionary and non-discretionary management, and integrates digital advice alongside multiple custodial platforms.

William Hall is a CFP® with 42 years of experience in the financial services industry. He is currently with J. W. Cole Advisors, Inc. and previously worked at Arbor Point Advisors and Securities America Advisors, Inc. He is also the CEO of William K. Hall, Inc., a bookkeeping and payroll business, and serves on the finance committee of the Mission Hospital Foundation. Additionally, he is an advisor and key opinion leader for Luminous Global Tech LLC, a company involved with breast cancer screening devices. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, employing both discretionary and non-discretionary strategies.