Bill Carey is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Bill works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization, Bill worked for Neuberger Berman’s private client division. Earlier in his career, he served as an investment banker focusing on M&A, equity and fixed-income transactions. He began his professional career in 1986 as a Certified Public Accountant, responsible for developing corporate and individual tax strategies.
Bill received an MBA in finance from the University of Texas at Austin and a BBA from City University of New York. He is a board member of the Atlanta Symphony Orchestra, the Medical Association of Georgia Foundation and the Metro Atlanta YMCA. Bill is also a member of The Recording Academy.