BILL BABB

Home » About Us » Our Team » Bill Babb

BILL BABB

Bill Babb is a family business consultant who has devoted his 31 year career to helping successful business owners sort through the intricacies of advanced wealth management. He takes great pride in keeping abreast of the rapidly changing world of finance and has a unique ability to dissect complex concepts and communicate them in a clear and concise way that family business owners appreciate.

Having worked with business owners and professionals from nearly every industry, Bill’s clients consistently praise him as “quarterback” for their team of legal, tax, and financial services advisors.

Bill has taught courses in the Duke University Executive Financial Planning Program, been quoted in The Wall Street Journal, Financial Planning magazine, and USA Today, and is a highly regarded speaker on the subjects of estate planning, charitable giving, and closely-held business transfer.

A native Californian, Bill received his degree in Finance from the University of California, Chico. He relocated to Cary, NC from Atlanta in 1996 and became the founding president of the Financial Planning Association – Triangle Chapter. Bill is married with one daughter.

Recent Posts

Work Isn’t Life!

Contractors work unbelievably hard for unbelievably long hours. That’s ingrained in every construction employee – you’re expected to work HARD! That mindset may have been ok in previous generations, but today’s workers are looking for better work-life balance. And...

read more

Do You Consistently Walk the Walk?

In 1980, Apple did something that was quite revolutionary at the time. Remember, this was in an era long before the iPod, iPhone, or the MacBook. What did Apple do, and how does their bold move translate into the construction business? Please tune in this week as...

read more