William Brisard
Wealth Advisor
William Brisard joined the financial services industry with the kind of foundation that takes most advisors years to build. A graduate of North Carolina State University's Poole College of Management, William earned his Bachelor of Business Administration with a concentration in Finance and a minor in Accounting — graduating with honors as a member of the University Honors Program. From the start, wealth management wasn't just a career path. It was a deliberate choice.
William gained his first hands-on industry experience as an intern at Legacy Capital Advisors' Raleigh branch, where he developed a practical understanding of client service and financial planning before transitioning into a full-time Wealth Management Associate role. He holds the Securities Industry Essentials (SIE) certification, Series 7, and Series 66 licenses — and as of early 2026, has successfully passed the CFP® exam, with certification to follow upon completion of the required experience component.
At Diversified, William brings energy, academic rigor, and a genuine commitment to the kind of client-first planning that defines the firm. He is building his practice with a focus on wealth management for individuals and families, and is well on his way to becoming a trusted resource for clients in the Raleigh area.
William gained his first hands-on industry experience as an intern at Legacy Capital Advisors' Raleigh branch, where he developed a practical understanding of client service and financial planning before transitioning into a full-time Wealth Management Associate role. He holds the Securities Industry Essentials (SIE) certification, Series 7, and Series 66 licenses — and as of early 2026, has successfully passed the CFP® exam, with certification to follow upon completion of the required experience component.
At Diversified, William brings energy, academic rigor, and a genuine commitment to the kind of client-first planning that defines the firm. He is building his practice with a focus on wealth management for individuals and families, and is well on his way to becoming a trusted resource for clients in the Raleigh area.
