William (Billy) Gwaltney, ChFC, CLU, REBC

Billy’s specialty is brokering and servicing own-occupation disability insurance protection for physicians and business professionals. 

He works with clients across the United States. He’s been in the insurance and financial services industry since 1991.

Billy lives in Concord, NC and spends most of his free time with his wife, Ann Marie, and their two children, Ava and Gavin.  In addition to serving his clients, Billy is passionate about the gospel, world missions, baseball and his favorite sports teams (the Carolina Panthers, Atlanta Braves, UNC Charlotte 49ers and Duke Blue Devils).

Billy Understands That Purchasing Insurance is a Big Decision

Billy has been an insurance broker since 1991, he understands how stressful it is to purchase insurance.

You want to make sure you’ve carefully evaluated your options, done your due diligence, and made the best decision for the coverage you need.  

Unfortunately, getting accurate information from someone you trust can be more confusing and challenging than it should be. Billy and his team are passionate about helping physicians get the coverage they need to protect themselves, their family, and their legacy.

Make Sure You Have the Right Broker

The Professional Planning Group, Inc., works with thousands of physicians across the country. We know how precious your time is. We know you need a streamlined process with quick, accurate answers, and reliable service. You deserve nothing less.  

It is our company's mission is to help you get the lifetime of security you need. We will do this with the best care and support possible.

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When We Work Together You Can Expect:
  • Open and honest communication
  • Reliable support when you need it
  • To have your needs remain above all else
  • Patience when answering questions or concerns
  • Ongoing personal care and service throughout your career
In The News

Read Billy’s article for the North Carolina Medical Society:

Disability Insurance – It’s about quality

Read one of our client’s disability claim story:

Claim story

Click on the video below to see Billy being interviewed by Dr. Jeremy Pyle, a plastic surgeon in Raleigh, NC, regarding disability insurance. This educational series has been shown to residents and fellows across North Carolina.

Disability Insurance with Billy Gwaltney from The Pyle Files

Book time with Billy on Calendly

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