William Lee Medcalf

Employer firm

Wiser Wealth Management, Inc CRD 125282

$514M regulatory AUM 105 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2023 → Present
  Wiser Wealth Management, Inc.
  Marietta, GA
• 01/2023 → 05/2023
  Turner & Patat, P.C.
  Athens, GA
• 08/2022 → 12/2022
  Elwood & Goetz Wealth Advisory Group
  Athens, GA
• 06/2022 → 08/2022
  Raymond James
  Winder, GA
• 08/2020 → 05/2023
  University Of Georgia
  Athens, GA
• 05/2021 → 08/2021
  Mccallum Group Inc.
  Alpharetta, GA
• 05/2020 → 05/2021
  Chick-Fil-A
  Cumming, GA
• 04/2019 → 05/2020
  University Of North Georgia
  Cumming, GA
• 03/2018 → 03/2020
  Cracker Barrel
  Cumming, GA
• 08/2016 → 11/2017
  The Workingman's Store
  Hanford, CA
• 12/2014 → 05/2018
  Geneva Classical Academy
  Cumming, GA
• 08/2018 → 05/2020
  University Of North Georgia
  Cumming, GA

Designations

• Certified Financial Planner