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2023 Mid-Sized Business Owner Report

Our inaugural Mid-Sized Business Owner Report captures viewpoints on the economy, financing in their businesses, labor, digitization, and more.

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With a background spanning multiple countries and continents, including Switzerland, Australia, and New Zealand, Will brings a global perspective to his work. Will joined Bank of America in 2018, and was a Financial Advisor with Merrill Lynch before he transitioned to the Commercial Banking space, having previously held the Series 3, 7, and 66 certifications. In addition to his professional credentials, Will is a dedicated member of his community, actively volunteering with the Duluth Citizens Initiative and New City Church in Lawrenceville. As a father of two young children, he is committed to creating a better future for the next generation. Having grown up in the Atlanta area, Will has witnessed firsthand the city's transformation and is passionate about contributing to its continued growth. With his professional expertise, community involvement, and personal values, Will is the ideal partner for businesses seeking financial guidance and support.

Will has a special focus in equipment finance and real estate lending, but can fulfill most lending requirements. In addition to his expertise in lending, Will is also a skilled advisor when it comes to optimizing capital structure, banking technology, and security. He understands that a strong financial foundation is crucial for businesses and individuals, and he works with his clients to streamline their processes, increase efficiency, and enhance security. By leveraging the latest banking technology, Will is able to provide clients with customized solutions that are tailored to their unique needs. His focus on efficiency and security helps his clients achieve their financial goals with peace of mind, knowing that their financial information is protected and their transactions are seamless.

Hometown: Cumming, GA

Education: Kennesaw State University, BBA Management

Areas Served: Duluth, Norcross, Peachtree Corners, Lawrenceville, Buford, Suwanee, John's Creek, Flowery Branch, Winder, Atlanta.


    • General industries
    • Government Contractors
    • Transportation
    • Manufacturing
    • Technology Services
    • Wholesale Trade

    • Gwinnett County
    • Asia-Pacific International Trade
    • Asset Based Lending
    • Equipment Finance & Automation
    • Owner Occupied Real Estate

Meet the Team

With access to the global resources of Bank of America, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Kay Putnal

Assistant Vice President

Sales Support Associate

Rob Hale

Vice President

Lending Officer

David Williams

Assistant Vice President

Treasury Sales Officer

Bank of America Business Banking

As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart.

Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology and experience to generate ideas and solutions that will propel your business further.

With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.

You can benefit from:

Local Relationship Managers who are your advocates and bring the Bank’s resources to you as a seamlessly integrated, dedicated team

Comprehensive commercial banking platform with full range of products and technology, backed by Bank of America’s strength and stability

Access to bank-wide services beyond business banking, to manage both your business and personal wealth

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America relationship manager who is committed to your needs. Request an appointment today.