Will E Settle

Employer firm

Woodmont Investment Counsel, LLC CRD 109779

$2.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → Present
  Woodmont Investment Counsel, Llc
  Nashville, TN

Other Businesses

Board of Directors member at Farmer's Bank & Trust Co., starting February 1, 2020, investment-related, approximately 8 hours per month, compensated $1,000 monthly

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-20
• S63 Uniform Securities Agent State Law Examination
  2001-08-06