Albert Abdo III
Vice President, Wealth Advisor
About Albert
Albert Abdo III, vice president, is a wealth advisor with William Blair Private Wealth Management. Drawing on more than a decade of experience guiding families, business owners, and executives, he delivers thoughtful, goals-based wealth strategies designed to simplify complexity and preserve what clients have worked hard to build. As an advisor, he values clarity, integrity, and lasting partnerships.
Albert is part of a multigenerational advisory team alongside his wife, Julie Jefferis Abdo, and father-in-law, Steve Jefferis. Together, they provide a collaborative, relationship-driven approach that integrates investment management, retirement income planning, and legacy strategies to help clients achieve long-term success across generations.
Before joining William Blair, Albert was a vice president at Merrill Lynch since 2013. Albert earned his bachelor’s degree from Florida Gulf Coast University and is a Chartered Retirement Planning Counselor™.
Born and raised in Southwest Florida, Albert is an avid boater and fisherman, and he also enjoys golfing and being outdoors. He and his wife live in Fort Myers, Florida, with their son.
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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154 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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650+Companies under coverage
As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.