William Roland is one of the founding members of Clearview Wealth Partners. With over three decades of experience, he has provided clients with financial advice since 1988 when he started his career at MetLife, moving to Lincoln Financial in 1992. Seeking to provide independent advice to his clients, in 2021 William joined LPL Financial to enhance the available solutions to help business owners, executives, and high net worth families meet their financial goals. William, along with long-time business partner James Westermeyer, founded Clearview Wealth Partners in 2021.
William specializes in working with private business owners to develop comprehensive financial plans that fully integrate with the client’s business succession strategies, wealth management, and estate planning. William also specializes in pension and 401(k) design and administration. He is dedicated to acting as his clients’ fiduciary, helping them develop a team of advisors from investing, legal, accounting, and insurance.
William is a Million Dollar Round Table qualifier, with Top of the Table status (ranking him in the top one-half of one percent of all financial professionals in the industry).
William was born and raised in Michigan and attended Western Michigan University, studying business, finance, and German language studies.