Will Hess

Client Service Specialist

From an introductory call to a long-time client or shareholder, Will serves as a liaison between James Investment Research and their people. Will supports our Portfolio Managers and lead advisors to build and strengthen long-term client relationships. As part of the estate planning team, he facilitates the execution of estate planning documents as well as account retitling and beneficiary updates.

Will is advancing his career and has begun advising young professionals and mutual fund shareholders directly. In every interaction, he strives to communicate clearly, act efficiently, and provide a seamless client experience.

• James team member since 2022
• Financial Paraplanner Qualified Professional, FPQP
• B.S. Finance, Cedarville University

Away from the office:

Will enjoys spending time with his wife, Grace, and going on bike rides. His favorite hobbies include playing sports, renovating their home and playing card games.