Will A. Dugdale
Analyst
Will A. Dugdale
Will is a client-first financial professional focused on building meaningful, long-term relationships and helping individuals and their families work towards their financial goals. He takes pride in understanding each client's unique situation and delivering thoughtful, personalized guidance to support their success. He brings an analytical, data-driven perspective to financial planning, leveraging his background to help clients make informed decisions.
Receiving his degree from DePauw University, he is also a lifelong resident of the Indianapolis area where he lives with his wife and dog. Outside of the office he enjoys travelling and staying active with friends and family.
Bloomfield Hills (Headquarters)
41000 Woodward Avenue
Suite 350 EAST
Bloomfield Hills, MI 48304
(888) 363-4546
Naples Office
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
(888) 363-4546
Lebanon Office
701 CUMBERLAND STREET
SUITE 207
LEBANON, PA 17042
(888) 363-4546
Chicago Office
200 W Madison Street
Suite 2500
Chicago, IL 60606
(888) 363-4546
New York Office
300 MADISON AVENUE
29TH FLOOR
NEW YORK, NY 10017
(888) 363-4546
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