Willy Fisher, CFP®

Partner

After graduating from Appalachian State University, Willy Fisher began his investment career with in 2002 as a regional wholesaler in The Hartford’s retirement income and retirement plans division. In 2006, Willy joined Lincoln Financial in their estate planning and long-term care division. After seven years on the road, meeting with thousands of retirees and working with top financial advisors, Willy was given the opportunity to join Fisher Wealth Management.

Willy is a CERTIFIED FINANCIAL PLANNER™ professional, and this designation has been the standard of excellence for financial planners. Mr. Fisher is Series 7, 63, and 66 registered with LPL Financial, in addition to being licensed for life insurance and long-term care insurance. He specializes in comprehensive retirement planning and works to give all clients estate plans, insurance plans, and investment plans that work well together.

Willy—who grew up in Burlington—his wife Jill, and their three daughters are thrilled to call North Carolina home.

Willy and Jill are both active with the local ministries of First Presbyterian Church. Additionally, Willy serves on the Leadership Team of Business Networking International, and is Vice-President of Studio 1, a local performing arts center for youth and adults. He enjoys music, the outdoors, college sports, and spending time with his wife and kids.