2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004
Bill is an experienced Wealth Management Advisor with a passion for helping his clients protect their most important assets, accumulate wealth, and make sound financial decisions for their futures. He began his financial services career in 1991 with the Lutheran Brotherhood and quickly became a member of the prestigious Top Club. Bill has been a perennial MDRT qualifier (1991—2016), awarded Court of the Table (2000, 2012, & 2014) and has qualified for Lifetime Membership.
In 2014, Bill joined MassMutual Greater Philadelphia to better serve the needs of his clients. Bill specializes in wealth and risk management employee and retirement benefit structuring for small business, municipalities and government entities, and academic institutions. He serves clients at every stage of life and believes that as a financial advisor, it is his duty to help individuals, families, and business owners reach their financial goals.
Bill has been a featured speaker through The American College and throughout the country regarding various strategies and techniques related to the financial services industry both live classroom training and multi-media outlets within Philadelphia marketplace, including hosting Money Matters, a Comcast TV/Malvern Press Production.
Bill is a graduate of Temple University’s Fox School of Business, earning his Bachelor’s degree in Business Administration in Marketing and Finance. He holds FINRA Series 6, 7, and 63 registrations and is currently in pursuit of the Retirement Income Certified Professional (RICP®) designation from the American College.
Bill is as committed to the community as he is to his clients. He is an active member of The Union League of Philadelphia, serving on the Armed Services, Veteran’s and Investment Committees. Bill is also a supporter of the Travis Manion Foundation, volunteering his time and helping to raise funds for the organization. He is a former member of the President’s Council at Ursinus College, former Board Member for KenCrest Centers, Inc., and a former board member of Laurel House. Bill is also a former basketball coach for the United States Naval Academy Summer Basketball Camp.
Bill and his wife, Theresa, live in Collegeville, PA. They have two grown sons, Tyler and Corbin.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Strategies
- Business Succession Planning
- Financial Education
- College Funding Strategies
- Retirement Income Planning
- Group Benefits
- Charitable Giving
- Risk Management Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee William’s Licenses and Disclosures