Billy began his career in 2003 as an intern in the Roanoke office of Salomon Smith Barney. He attended both The University of Tennessee, and William and Mary’s Mason School of Business, where he earned his MBA. He previously worked as managing director at Valley Capital Partners, where he served his clients’ estate planning needs, working with Goldman Sachs and Credit Suisse. In 2010, he helped form Valley Investment Management to focus on investment strategies for clients. Billy is Series 7, 65 and 66 registered and is licensed to sell life insurance.
Billy has served on the board of The Roanoke Valley Speech and Hearing Center and Ducks Unlimited, and was previously an active member of Big Brothers Big Sisters of Roanoke. In his free time, he enjoys sports and traveling with his wife, Kathleen, and two sons. He coaches youth sports, helps with Project Healing Waters, and works with several local charities.