William Flock

Investment Analyst


profile

William Flock, who is no stranger to Generational Group, has been working for the company since 2018. He transitioned to Generational Wealth Advisors as an Investment Analyst in August 2022.

William specializes in portfolio construction with a focus on alternative assets. William is a utility player for the team, but his primary role is working with the CIO on due diligence for the investment strategies used when designing clients' portfolios.

Prior to joining Generational, William served a variety of communities during his studies in ministry and mission trips to foreign countries. While working part-time, William is in the process of completing his degree in Finance and Management at The University of Texas at Dallas.

In his free time, William is an avid golfer and is active in his church community.

We are leaders in M&A Over 50 awards and counting

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022
LSEG
Inc 500 award

4-time winner of Investment Banking Firm of the Year

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022

4-time winner of Investment Banking Firm of the Year

LSEG
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards