Will Sneed, a former Greenville resident, recently completed the transition to president of DHG Wealth Advisors but fully intends to continue doing what he enjoys – serving individual clients.
“One of the key things that I want people to know in Greenville is … I’m still managing individual client accounts,” Sneed said in a telephone interview from his Raleigh office. “That’s always been my passion, working with families and individuals to set up financial plans and to help them with their investment strategies.”
Sneed has been in the financial industry since graduating from the School of Business at East Carolina University in 1985. He and his wife, Karen, moved to Raleigh then returned to Greenville in 1990, raising their five children here.
Sneed joined DHG Wealth Advisors, an independent, fee-only registered investment advisory firm owned by Dixon Hughes Goodman LLP, in 2006 and moved back to Raleigh in 2011 as the first step in ultimately assuming the president’s role. He worked closely with then-President Woody Hoyle, serving as managing director the past year. Hoyle will continue to work with individual clients.
“I have worked with Will for many years now. His knowledge paired with his ability to truly inspire others makes him the ideal person to lead DHGWA into the future,” Hoyle said. “I am proud of the growth of DHGWA over the years and am confident that the team will continue this path for many years to come.”
Sneed anticipates significant growth as he settles in as president. Advisers now cover offices in North Carolina, South Carolina, Tennessee, Florida, West Virginia and Washington, Additional offices are planned for Charlotte, Memphis and possibly Atlanta, Sneed said.
“We definitely are in a strong growth mind-set right now,” he said.
Dixon Hughes Goodman, headquartered in Charlotte, employs about 2,000. DHG Wealth Advisors is subgroup of about 35 employees managing about $2 billion, offering converge services for high net worth families ranging from investment planning to estate planning to bill paying.
Sneed said the trend is moving toward a family office-type of environment.
“With the incredible team of professionals at DHGWA, the culture we have established and the everyday synergies of working with DHG, I could not be more excited about the future,” Sneed said. “We have witnessed tremendous growth these past few years, and I look forward to building upon the success of the past 16 years.
“We have a a great team of advisers right now,” Sneed said. “We have 21 advisers right now, and I fully anticipate in the next five years we’ll have probably 30 to 35 advisers. We’re looking to expand into some additional markets.”
And Sneed, who holds the Chartered Retirement Planning Counselor designation through the College of Financial Planning, plans to continue to be a part of that, including serving clients in Greenville with an emphasis on “strategic life planning.”
“We take a real unique approach in doing that – the strategic life planning,” he said. The way I see strategic life planning is investment planning, financial planning and life coaching. I love that combination.”