Estate and Business Planning Specialist, First Republic Securities Company
Los AngelesWill Hendricks is Vice President of Business and Estate Planning with First Republic Securities Company.
Mr. Hendricks joined First Republic in 2016. Prior to First Republic, he spent three years at UBS Private Wealth Management as a Wealth Planning Analyst and Financial Advisor, working closely with clients and their advisors on the development of comprehensive financial plans. His work with closely held business owners and entrepreneurs centers around pre-event planning to help address exit, succession, transition and estate planning objectives.
Mr. Hendricks earned his Bachelor of Arts, with honors, in International Affairs at the Elliott School of International Affairs at The George Washington University. He went on to attend the Tuck MBA Business Bridge Program at Dartmouth College. Mr. Hendricks earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015 and received the Certified Exit Planning Advisor® (CEPA) designation from the Exit Planning Institute in 2018.
Wealth Management Experience: Since 2013