William Yex

William Yex, originally from Spartanburg, SC, now calls Charleston home. He earned his Bachelor’s degree in Finance from the University of South Carolina. With three years of experience in the financial services industry, William has previously held positions at Vanguard and Alphastar Capital Management before joining Bluewater Dental Advisors in May of 2024.

At BWDA, William focuses on assisting small business owners, families nearing retirement, and young families. His ideal clients are those looking to grow their businesses, build a solid financial structure, and plan strategically for the future.

Passionate about financial education, William helps his clients feel confident by helping them understand their financial plan. He works diligently to help alleviate financial concerns in the most efficient manner based on each individual’s needs.

Outside of his professional life, William is an avid fisherman, golfer, and enjoys attending USC football games.