His success is evident in his ability to help customers define their objectives and risk boundaries, then achieve their objectives through the prudent use of bank, brokerage, and insurance services. Bill received his Bachelor of Arts degree in Economics from Ursinus College and holds FINRA licenses 7, 63, 24, and 51 along with the Pennsylvania Life, Accident, and Health Insurance license. Bill is also a Certified Financial Planner®.
In addition, he serves on the Board of Trustees of The Speakers' House.
Investments are offered through Univest Investments, Inc. member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.