UBS Financial Services
47yrs
Top 1% by experience in Atlanta
3yrs
Based in Atlanta, Georgia, William Eudy is a fiduciary financial advisor with 3 years of industry experience. William has been with Focus Partners Wealth since 2026. Focus Partners Wealth offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office3535 Piedmont Rd NE, Building 14, 5th Floor, Atlanta, GA 30305
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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.
Career
- Aug 2026 – nowFocus Partners Wealth, LLCCurrent firm
Contact William
(314) 725-0455Firm headquarters in St. Louis, MO. Ask for William. 3535 Piedmont Rd NE, Building 14, 5th FloorAtlanta, GA 30305Office · Get directions Firm websitefocuspartners.com
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
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About William
How do I contact William?
Call Focus Partners Wealth at (314) 725-0455 and ask for William Eudy. William works from the Atlanta, GA office.
How long has William been a financial advisor?
William has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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