WMS Advisors, LLC

Henry Meadows is a financial advisor with WMS Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including Grove Point Investments LLC and currently serves as an Accounting and Tax Senior Advisor at CBIZ Inc. Meadows also acts as a trustee for the Virginia Harris Holsinger Trust and is involved in life insurance sales. WMS Advisors, LLC provides investment advice and financial planning to individuals, families, and various entities, offering both discretionary and non-discretionary portfolio management. The firm employs a structured, asset-class investment approach using ETFs, index funds, stocks, and bonds, supplemented by alternatives when appropriate, and integrates tax, insurance, and retirement plan analysis into its services.

Timothy Paschall is a CFP® with 34 years of experience in the financial industry, currently serving as an advisor at WMS Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Grove Point Investments, and Concourse Financial Group Securities Inc. Outside of finance, he is involved in agriculture and farming ventures, including managing The Deer Farm and Alexander Mountain Corporation. WMS Advisors, LLC provides investment advice and financial planning to individuals, families, and various entities, offering portfolio management, comprehensive financial planning, and employer retirement plan analysis. The firm employs a structured, asset-class investment approach using ETFs, index funds, individual securities, and alternatives, supported by a team with diverse professional credentials and service capabilities.

Alexander Schutz is a ChFC® and Series 66 credentialed advisor with five years of industry experience. He is currently with WMS Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, Williams Associates, and Grove Point Advisors. Outside of his advisory role, he coaches varsity soccer at Holy Child School. WMS Advisors, LLC provides investment advice and financial planning to individuals, families, and various plan and trust entities. The firm employs a structured, asset-class investment approach using ETFs, index funds, stocks, and bonds, with additional options for alternatives, and offers both discretionary and non-discretionary portfolio management.

David Williams is a CFP® with 32 years of experience in financial advising, currently serving at WMS Advisors, LLC since 1999. He has held roles at Grove Point Advisors, LLC and TWG Advisor Group, Inc. Outside of his advisory work, he is an owner involved in insurance sales and acts as a trustee for a testamentary trust. WMS Advisors, LLC provides investment advice and financial planning to individuals, families, and various institutional clients. The firm uses a structured, asset-class approach emphasizing ETFs, index funds, and individual securities, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial and retirement plan services.

Thomas Maclennan is a CFP® and holds a Series 66 license with 14 years of industry experience. He is a partner and Chief Compliance Officer at WMS Advisors, LLC, where he has worked since 2010, and also has roles at Purshe Kaplan Sterling Investments and TGM Capital, LLC. Outside of his advisory work, Maclennan serves on the board and finance committee of the Charlotte Bilingual Preschool, a nonprofit organization. WMS Advisors, LLC provides investment advice and financial planning to individuals, families, and institutional clients, utilizing a structured asset-class approach focused on ETFs, index funds, and individual securities. The firm offers both discretionary and non-discretionary portfolio management, comprehensive financial planning, and integrates insurance and tax planning services through a team with cross-licensed professionals.