UBS Financial Services
47yrs
Top 1% by experience in Nashville
25yrs
Will E Settle Mr.
Financial advisor at Woodmont Investment Counsel
At a glance
Experience25 years (since 2001)
How that compares ?Top 18% by experience at Woodmont Investment Counsel
Office3825 Bedford Ave Suite 202, Nashville, TN 37215
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Woodmont Investment Counsel
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowWoodmont Investment Counsel, LLCCurrent firm
Questions to ask Will
Tailored to Will’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Will
How do I contact Will?
Call Woodmont Investment Counsel at 615-297-6144 and ask for Will E Settle Mr.. Will works from the Nashville, TN office.
How long has Will been a financial advisor?
Will has been in the industry since 2001, about 25 years. Top 18% by experience at Woodmont Investment Counsel.
What licenses does Will hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Will a fiduciary?
Will is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Will paid?
Woodmont Investment Counsel reports being paid by a percentage of the assets they manage. Ask Will for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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