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

What’s Your Leadership Style?

There is no one-size-fits-all leadership style… every leader brings a measure of uniqueness to his/her system. There is, however, one universal element associated with great leaders: they run successful companies with great cultures. Watch our blog this...

read more

The Golden State Warriors and the Detroit Pistons

We all need to build a great team to be successful. However, building winning and resilient teams is much more than finding a group of people with a certain mix of technical skills. Watch our blog this week as Wayne talks about the importance of building...

read more

We Need a MAJOR REDESIGN of Life

Watch our blog this week as Wayne shares wisdom from a great article about the dramatic life expectancy gains we experienced in the 20th century. He presents you with five tips for living more fully even as you live much, much longer than previous...

read more
Download Our Free Resource: Top 10 Reasons Contractors SUCCEED

Download Our Free Resource: Top 10 Reasons Contractors SUCCEED

Insert your email address and download our free resource.

Thank you! You will be redirected to the download page.