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Bill Prewitt

Chief Compliance Officer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Charleston Financial Advisors, LLC</span>
Intro Book
Bill Prewitt is a seasoned financial expert with 38 years of experience, holding a CFP and Master of Science in Financial Planning, and leading roles in Charleston Financial Advisors, LLC, and the Boy Scouts of America.
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Location
Charleston, South Carolina, United St...
Languages
  • French Limited working proficiency
  • German Limited working proficiency
Skills
  • Financial Planning
  • Asset Management
  • Financial Advisory
  • Retirement Planning
  • Investments
  • Show all
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Bio

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Bill Prewitt is a seasoned financial professional with extensive experience in the field. He holds a Master of Science in Financial Planning and is a Certified Financial Planner (CFP). Prewitt has spent over 38 years in the financial industry, with a significant portion of his career at Charleston Financial Advisors, LLC, where he serves as a partner and Chief Compliance Officer. His expertise spans financial planning, asset management, and leadership. Prewitt has also had a distinguished military career, serving as a 1st Lieutenant in the USMC and later attending The Basic School at Quantico, VA. He has a strong educational background, with degrees from the College of Financial Planning and Transylvania University.

Credentials

  • Masters of Science in Financial Planning, Certified Financial Planner
    -

Experience

  • Charleston Financial Advisors, LLC
    • Chief Compliance Officer
      • Jan 2018 - Present

    • Managing Member
      • Dec 2004 - Present

      I started financial planning in 1983 at Resource Development. My own firm, Wm. C. Prewitt, M.S., CFP was formed in 1986, becoming Charleston Financial Advisors, LLC in December 2004. I am currently a partner at the firm. I am unable to show recommendations in this role as I am a Registered Investment Advisor with the SEC.

    • Managing Member
      • Jan 1986 - Jan 2018

  • Boy Scouts of America
    • District Executive
      • 1971 - 1980

      Recruit, lead, inspire volunteers to carry out the Scouting program. Served in Richmond County, NC; Weisbaden, Germany; Naples, Italy; and Dutchess County, NY

  • USMC
    • 1st Lieutenant
      • 1969 - 1971

      Supply Officer: 5th Shore Party Battalion, Camp Pendleton, CA; 3rd Medical Battalion, Camp Butler, Okinawa; and 2nd ANGLICO, Camp LeJeune, NC

Education

  • 1985 - 1990
    College of Financial Planning
  • 1968 - 1969
    The Basic School, Quantico, VA
  • 1964 - 1968
    Transylvania University

Suggested Services

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Industry Focus. “Financial Services”

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