Will Litchfield

With over 23 years of experience in financial planning and investment management, I bring the insight and perspective needed to guide clients through every stage of their financial journey. As life evolves and financial goals shift, I partner closely with clients to deliver thoughtful guidance, customized investment strategies, and comprehensive estate and tax planning. My focus is always on my clients' best interests, ensuring they feel confident, informed, and supported every step of the way.

Before founding CrossGen Wealth, I served as Vice President of Wealth Management at Raymond James. My career includes leadership roles at Lincoln Financial Group and The Hartford, where I served markets in Philadelphia, Atlanta, and Charlotte. I earned my bachelor’s degree in finance from East Carolina University, which laid the foundation for my career in wealth management.

I am deeply committed to community engagement and have served on the Greenville City Council and the Greenville Eastern North Carolina Alliance. Additionally, I have chaired the Legislative Committee for the East Carolina University Board of Visitors and participated in the Regional Council for the Food Bank of Central and Eastern North Carolina. These roles reflect my dedication to making a positive impact both in my professional and personal life.