William is a Managing Director at Higginbotham, specializing in cost-efficient wealth accumulation and preservation strategies for executives and affluent families. He holds an Executive MBA from the University of South Florida. His firm, Cassidy & Company, was recently acquired by Higginbotham, where he continues to lead his team.
William is committed to his community, having served on the Planned Giving Committee for the Tampa General Hospital Foundation. He proudly continues his familys tradition in the financial services industry, following in the footsteps of his late uncle and grandfather, both of whom were industry professionals.
He is a third-generation financial professional, carrying on a legacy started by his grandfather and uncle.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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