RS Will Wealth Management is pleased to announce a significant milestone for the firm.
We congratulate Josh Donofry, Frank Jarboe, Sr., and Steven Wilson on becoming partners at RS Will Wealth Management. Their leadership, expertise, and commitment to clients have been an integral part of our firm’s continued success, and we are proud to recognize them as an essential part of RS Will’s future.
This milestone reflects our commitment to evolving with the needs of our clients, and by aligning with our longstanding culture of excellence, we are confident that we will continue to deliver thoughtful, tailored solutions that help clients achieve their financial goals. Senior Partners at RS Will Wealth Management will continue to lead, and we are looking forward to continued growth with Josh, Frank, and Steven.
- Josh Donofry, CIMA®, began with the team 10 years ago and quickly built strong relationships with clients. Over the years, his role has expanded significantly, and he now serves as Portfolio Manager and Chair of the Investment Committee. In this capacity, Josh provides in-depth market research and investment recommendations that help guide the team’s financial advisors and support client strategies.
- Frank Jarboe, Sr, CFP® has been developing deep relationships with individuals, families, and business owners through all stages of their financial lives for 12 years, with over 5 years with the team cultivating strong connections with Will Group clients.
- Steven Wilson, CFP®, CRPC®, has over 11 years of experience in the industry, with nearly four years with the team working closely with individuals, families, and business owners to guide them with clarity and confidence.
We look forward to continuing to serve you with dedication, care, and excellence.
William M. Coffey, CFP®
Mark A. Mayer, CFP®
Paul J. McArthur, CPFA®, CRPS®, AAMS®
M. Alexandra Kelly, MBA, CFP®
Joshua D. Donofry, CIMA®
Frank A. Jarboe, Sr., CFP®
Steven W. Wilson, CFP®, CRPC®