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Greenville Financial Group LLC

William D. Trask Jr. JD, CWS

William D. Trask Jr. JD, CWS

Wealth Advisor

William D. Trask, Jr. is a fourteenth generation Beaufort Native and graduate of Beaufort Academy. William graduated from the College of Charleston in 2008, as a Collegiate Scholar with a BA in Art History and a Minor in Psychology. In 2012, William earned his Juris Doctor (JD) from the Charleston School of Law, where he concentrated his studies on estate planning and worked as an intern for the Charleston County Probate Court. As the son of longtime Beaufort CPA, William D. Trask, Sr., Will endeavors to honor his legacy of cultivating strong, personal relationships with his clients. Will is a Registered Representative and Investment Advisor Representative for Sagepoint Financial.

Outside the office, Will can most likely be found in the outdoors enjoying his lifelong passions for surfing, hunting, and fishing.