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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Will Martin, CFP® Wealth Consultant & Director of Retirement Planning

Will Martin is a Wealth Consultant with LifeTime Asset Management. Joining our team in December 2021 as a Wealth Management Associate, Will started by supporting our Wealth Consultants with investment research throughout our financial planning processes. As a Wealth Consultant, he can advise his own clients. He most recently was promoted to Director of Retirement Planning in December 2025. In this additional role, Will will support our advisor team in delivering sophisticated retirement planning strategies and solutions for our clients. He has worked over 11 years in the financial services industry and earned his CERTIFIED FINANCIAL PLANNER® certification as well as Series 7 & 66 FINRA licenses.

In his free time, Will enjoys playing golf, cheering on the ECU Pirates, traveling, and spending time with family and friends. Will earned a Bachelor of Science in Applied Economics with a minor in Business Administration from East Carolina University.

Professional registrations, licenses, and designations:

  • CERTIFIED FINANCIAL PLANNER® certification
  • FINRA Series 7 and 66 securities registrations

Community involvement and professional organizations:

  • Member of the Financial Planning Association (FPA)
  • Active ECU Alumnus and Pirate Club Member
  • Member of Hope Valley Country Club
  • Committee Member, Membership Committee of Hope Valley Country Club
Back to Team Members

The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.  Tax return preparation and bookkeeping services offered through LifeTime Tax Management are separate and unrelated to Commonwealth. LifeTime Tax Management and Commonwealth are separate and unaffiliated entities.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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