How I Can Help You
Willard serves as an LPL Financial Advisor with Pence Financial Group, L.L.C.’s South Florida division, where he brings a client-first philosophy and decades of professional experience to every relationship. Known for his thoughtful and personalized approach, Willard works closely with individuals and families to understand their unique financial goals and craft strategies designed to help them pursue long-term success. His hallmark is exceptional client service—he listens deeply, communicates clearly, and builds trust through transparency and responsiveness. Whether guiding clients through retirement planning, investment strategy, or estate considerations, Willard is committed to helping people feel confident and informed every step of the way.
What Makes Me Knowledgeable
Willard brings a rare and powerful combination of legal and financial expertise to his advisory practice. Before entering the financial services industry, he spent over 25 years as a practicing attorney in Louisiana, serving hundreds of corporate and individual clients across a wide range of legal matters. His legal career focused on corporate litigation, complex multi-jurisdictional transactions, and estate and financial planning—giving him a deep understanding of the legal and financial intersections that impact his clients’ lives.
He holds a Juris Doctorate from Tulane University School of Law, graduating cum laude in 1995, and earned his Bachelor of Science in Business Administration & Finance from the University of New Orleans in 1992. Willard’s financial credentials include Series 6, 7, 63, 65, and 26 registrations, held through LPL Financial, along with active Life Licenses. His ability to integrate legal insight with financial strategy makes him a uniquely qualified advisor, especially for clients with complex planning needs.
Getting to Know Me
A proud Florida resident, Willard lives full-time in Boca Raton, where he enjoys the vibrant lifestyle and close-knit community of South Florida. Outside of his professional life, he values time spent with family and friends, and appreciates the balance of work and leisure that comes with living near the coast. Willard is known for his calm demeanor, sharp intellect, and genuine care for the people he serves.
Whether he’s helping a client navigate a major life transition or simply offering a listening ear, Willard brings integrity, experience, and a personal touch to everything he does. His journey from law to finance reflects a lifelong commitment to service, and his work continues to make a meaningful impact on the lives of those he advises.
