Skip to content
William Saville, portrait

William Saville

Investment adviser representative at Starr-Mathews Financial in Cumming, GA

Investment adviser registrationUpdated

William Saville is an investment adviser representative at Starr-Mathews Financial, LLC, an investment adviser managing $159M, and works from its Cumming, GA office. William Saville has been registered through Starr-Mathews Financial since 3 July 2017 and has 9 years in the industry across 1 firm.

9
Years in industry
9
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

William Saville has been an investment adviser representative at Starr-Mathews Financial since July 2017, and is not listed among the firm’s executive officers or direct owners. William Saville holds a Bachelor of Science in Industrial Management from Georgia Institute of Technology, an MBA in Finance from Georgia State University, an MBA in Management from Georgia State University, a Master in Taxation and Insurance from Georgia State University and a National Graduate Trust School from Northwestern University.

Starr-Mathews Financial, LLC is a Calhoun, GA firm with $159M under management, 114 clients and 6 advisers across 2 offices, as of its March 2026 filing.

William Saville was employed by the Trust Department of Bank of America for 18 years before 1993, serving as Vice-President and Senior Trust Officer. Beginning in 1993 he started the Trust Department in Tennessee and managed Trust and Private Banking offices in Chattanooga, TN. Before joining Starr-Mathews Financial, he was manager of the Trust group in Georgia and South Carolina for the Private Wealth Management Department of a large regional bank.

  1. – present · 9 years
    Cumming, GA · Adviser representative · Firm CRD 166199

Credentials and registrations

Professional designations

Listed by Starr-Mathews Financial

  • Certified Financial Planner™ (CFP®)
  • Certified Service Counselor

Investment adviser representative registrations

William Saville is registered as an investment adviser representative in Georgia, since July 2017.

  • GeorgiaSince 3 July 2017

Examinations

No examinations are on William Saville’s record.

Key facts

Full name
William Stephen Saville
CRD
6815235
Firm
Starr-Mathews Financial · CRD 166199
Office
Cumming, GA
Registration
Investment adviser registration
In the industry since
July 2017
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does William Saville work?

William Saville is an investment adviser representative registered through Starr-Mathews Financial, LLC since July 2017, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is William Saville a financial advisor?

Yes. William Saville has a current investment-adviser registration in Georgia, through Starr-Mathews Financial since July 2017.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does William Saville have?

William Saville has 9 years in the financial industry, since July 2017, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is William Saville based?

William Saville’s registered office is in Cumming, GA.

Source: IAPD individual record, checked 22 October 2026

Is William Saville registered with FINRA?

No. William Saville has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is William Saville a CFP?

Starr-Mathews Financial lists William Saville with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: William S Saville biography, starrbenefits.com

How can I verify William Saville’s record?

Search CRD 6815235 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Saville’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Starr-Mathews Financial

Sources

  1. IAPD individual record, CRD 6815235, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Starr-Mathews Financial, LLC, filed 18 March 2026. Executive officers and direct owners; this person is not among them.
  3. Starr-Mathews Financial team page. Biography, education, credentials, awards and the portrait, reproduced for identification.