I first met Bill over 15 years ago when we both were in the South Carolina National Bank Management Trainee Program. He had just graduated from the Citadel and I had graduated from USC. I knew then that Bill was very talented and was going to “go places”.
What I didn’t know was that we would stay in touch and eventually live just miles apart here in Irmo.
I also didn’t know I would be fortunate enough to have him help me become your State Representative four years ago as well as help us pass Ryan’s Law (Insurance Coverage for Autistic children).
Bill McAfee is President and Chief Investment Officer for WHM Capital Advisors . He is a Certified Financial Planner™, and an Accredited Valuation Analyst with expertise in business valuation, succession planning strategies, portfolio management, and quantitative analysis. Bill has been published in professional journals on topics including business investment strategies and business valuation issues, and has been a featured guest on radio and television programs.
Bill began his financial career in commercial banking and held the position of Vice President at Bank of America Private Bank, managing accounts for high-net-worth individuals, trusts and foundations. In 1999, he was named Senior Vice President at First National Corporation, where he chaired the Trust and Investment Committee and designed portfolio strategies for the Asset Management Group. His portfolio strategies have consistently outperformed risk/return measures in both up and down markets.
Bill works with business owners to determine their overall financial strategy, how business ownership correlates with their financial plan, and how to preserve their wealth through coordinated investment and business planning strategies. Bill is also the developer of A.Q.U.A.®, a patent pending analysis tool for determining risk in the closely held business and its effect on the portfolio decisions of the owner.
Bill is a graduate of The Citadel, in Charleston, South Carolina where he was a Battalion Executive Officer and Distinguished Naval Student and is an honor graduate of United States Marine Corps Officer Candidate School. He also served for 5 years on the adjunct faculty at the Darla Moore School of Business at the University of South Carolina. Bill and his wife, Teresa, live in Irmo, South Carolina with their three children.