William H. McAfee, Jr.
Bill McAfee, Founder, was President and Chief Investment Officer for WHM Capital Advisors until his untimely death in January 2012.
Bill was a Certified Financial Planner™ and an Accredited Valuation Analyst with expertise in business valuation, succession planning strategies, portfolio management, and quantitative analysis. He had been published in professional journals on topics including business investment strategies and business valuation issues, and was a featured guest on radio and television programs.
Bill began his financial career in commercial banking and held the position of Vice President at Bank of America Private Bank, managing accounts for high-net-worth individuals, trusts and foundations. In 1999, he was named Senior Vice President at First National Corporation, where he chaired the Trust and Investment Committee and designed portfolio strategies for the Asset Management Group. His portfolio strategies consistently outperformed risk/return measures in both up and down markets.
Along with other WHM advisors, Bill had extensive experience working with business owners to determine their overall financial strategy, how business ownership correlates with their financial plan, and how to preserve their wealth through coordinated investment and business planning strategies.
Bill developed A.Q.U.A.®, an analysis tool for determining risk in business and investment assets and the effect of calculated risk on portfolio allocation. A.Q.U.A. ® is part of the enduring legacy Bill left to WHM Capital Advisors and its clients.
Bill was a graduate of The Citadel, in Charleston, South Carolina where he was a Battalion Executive Officer and Distinguished Naval Student, as well as an honor graduate of the United States Marine Corps Officer Candidate School. He also served for 5 years on the adjunct faculty at the Darla Moore School of Business at the University of South Carolina and was the Chairman of the SC Club for Growth.
Bill left behind an enduring legacy. WHM Capital Advisors was built on a solid foundation and continues to serve its clients with expertise, confidence, and vision.
**Teresa M. McAfee, Co-Founder and Trustee of WHM Capital Advisors, has assumed ownership of the firm.