Will Gardner | Advisor Onboarding & Support

Will Gardner joined the Aptus team in 2018 with a focus on process management to help ensure continued highquality service to a growing network of Advisors. He manages all trading for subadvising relationships and is a key player in any transition plan.

Background & Education

Prior to joining Aptus, Will spent time as a systems engineer on Redstone Arsenal before transitioning to the private sector focusing on operational process improvement.

Will graduated with a BS in Industrial and Systems Engineering and a Masters in Business Administration from the University of Alabama Huntsville.

Outside of the Office

He currently lives in Birmingham with his wife Mary and their 4 kids (Jackson, Sam, Reed, & Ben). He enjoys everything family, coaching his four children’s sports teams, and spending time at the lake.

Why Aptus?

After working through an acquisition, the timing was perfect to join Aptus. I enjoy helping identify constraints and simplifying the complex issues of the business. Working with advisors to help solve their business needs, and even making the daunting task of transitioning (changing!) their business an enjoyable process, gives me energy every day. Getting to do this on a team of high-character individuals who focus on things larger than ourselves is a privilege I don’t take for granted.

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